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 COMPANY11+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $92,316 |
SILVERSTONE ASSET MANAGEMENT INC11+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $40,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $38,773 |
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 | $105,236 | $108,549-3.1% | $156,263-32.7% | $85,563+23.0% |
| Participation rate | 87.9% | 77.1%+10.9pp | 78.9%+9.0pp | 66.0%+22.0pp |
| Annual return | 15.83% | 21.79%-6.0pp | 59.47%-43.6pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,372 | $2,690-49.0% | $4,333-68.3% | $2,654-48.3% |
| Participant deferral / active EE | $4,116 | $4,800-14.3% | $6,158-33.2% | $4,375-5.9% |
| Admin fee / account holder | $283 | $650-56.4% | $14,255-98.0% | $834-66.0% |