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 | $44,935 |
MARCUM LLP1+ years Filed as: MARCUM LLC Service code 10 · EIN 11-1986323 | Accounting | $19,055 |
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 | $29,506 | $63,905-53.8% | $74,183-60.2% | $57,658-48.8% |
| Participation rate | 70.3% | 79.8%-9.4pp | 76.6%-6.3pp | 70.2%+0.1pp |
| Annual return | 6.46% | 60.60%-54.1pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $629 | $1,840-65.8% | $2,370-73.5% | $1,974-68.1% |
| Participant deferral / active EE | $1,676 | $3,448-51.4% | $3,550-52.8% | $3,061-45.2% |
| Admin fee / account holder | $168 | $91+83.9% | $5,586-97.0% | $95+77.2% |