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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,800 |
CORPORATE SYNERGIES GROUP LLC3+ years Service code 49 · EIN 20-1622581 | Other Services | $0 |
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 | $90,522 | $71,192+27.2% | $117,854-23.2% | $62,292+45.3% |
| Participation rate | 70.2% | 74.2%-4.0pp | 79.7%-9.4pp | 69.5%+0.7pp |
| Annual return | 19.35% | 18.66%+0.7pp | 335.08%-315.7pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,152 | $1,934-40.4% | $3,786-69.6% | $2,042-43.6% |
| Participant deferral / active EE | $2,781 | $3,189-12.8% | $4,482-38.0% | $3,169-12.3% |
| Admin fee / account holder | $76 | $587-87.1% | $8,020-99.1% | $479-84.2% |