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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,380 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,076 |
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 | $108,452 | $62,586+73.3% | $76,768+41.3% | $64,186+69.0% |
| Participation rate | 98.9% | 72.8%+26.1pp | 77.0%+21.9pp | 69.6%+29.3pp |
| Annual return | -6.45% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,791 | $1,832+106.9% | $2,485+52.5% | $2,381+59.2% |
| Participant deferral / active EE | $7,395 | $3,145+135.2% | $3,852+92.0% | $3,470+113.1% |
| Admin fee / account holder | $34 | $4,667-99.3% | $6,675-99.5% | $4,888-99.3% |