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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,150 |
BLBB ADVISORS, LLC1 year Service code 27 · EIN 20-3833772 | Advisory (Plan) | $16,485 |
THE MANDMARBLESTONE GROUP LLC5+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $14,838 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $38,872 | $52,953-26.6% | $172,739-77.5% | $65,185-40.4% |
| Participation rate | 81.4% | 66.2%+15.2pp | 82.6%-1.2pp | 70.2%+11.2pp |
| Annual return | 23.33% | 30.12%-6.8pp | 802.84%-779.5pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,854 | $2,190-15.3% | $5,143-63.9% | $2,177-14.8% |
| Participant deferral / active EE | $1,855 | $2,471-24.9% | $5,198-64.3% | $3,514-47.2% |
| Admin fee / account holder | $296 | $472-37.2% | $13,954-97.9% | $847-65.0% |