See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $85,030 |
SILVERSTONE ASSET MANAGEMENT INC10+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $40,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $26,362 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,979 | $89,436+1.7% | $164,813-44.8% | $77,643+17.2% |
| Participation rate | 90.6% | 78.6%+11.9pp | 78.6%+12.0pp | 70.6%+20.0pp |
| Annual return | 11.82% | 28.83%-17.0pp | 69.93%-58.1pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,285 | $2,569-50.0% | $4,341-70.4% | $2,726-52.9% |
| Participant deferral / active EE | $3,978 | $4,897-18.8% | $6,031-34.1% | $4,647-14.4% |
| Admin fee / account holder | $178 | $339-47.5% | $12,690-98.6% | $430-58.6% |