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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,925 |
BEAUCHAMP, DAVID C.2+ years Service code 49 4616 LEHIGH DR · MARIETTA, GA 300682030 | Other Services | $8,562 |
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 | $67,406 | $74,024-8.9% | $77,999-13.6% | $57,658+16.9% |
| Participation rate | 83.9% | 79.7%+4.2pp | 75.5%+8.4pp | 70.2%+13.7pp |
| Annual return | 10.27% | 12.14%-1.9pp | 425.96%-415.7pp | 5.13%+5.1pp |
| Employer contribution / active EE | $2,879 | $2,365+21.7% | $2,470+16.6% | $1,974+45.9% |
| Participant deferral / active EE | $6,450 | $3,533+82.6% | $3,497+84.4% | $3,061+110.7% |
| Admin fee / account holder | $17 | $93-82.0% | $5,480-99.7% | $95-82.3% |