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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,070 |
CORPORATE SYNERGIES GROUP LLC8+ years Service code 49 · EIN 20-1622581 | Other Services | $1,197 |
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 | $91,098 | $86,655+5.1% | $119,609-23.8% | $66,914+36.1% |
| Participation rate | 75.9% | 75.6%+0.3pp | 79.3%-3.4pp | 69.8%+6.1pp |
| Annual return | -15.16% | -8.00%-7.2pp | -14.97%-0.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,725 | $4,358-37.5% | $5,602-51.4% | $4,237-35.7% |
| Admin fee / account holder | $57 | $755-92.4% | $10,323-99.4% | $593-90.3% |