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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,249 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 | Advisory (Plan) | $19,134 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $5,659 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS INC Service code 27 · EIN 47-1411118 | 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 | $33,445 | $61,272-45.4% | $149,673-77.7% | $71,457-53.2% |
| Participation rate | 74.5% | 62.5%+12.0pp | 78.8%-4.3pp | 67.9%+6.6pp |
| Annual return | 13.92% | 35.85%-21.9pp | 134.42%-120.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,046 | $2,378-56.0% | $4,818-78.3% | $2,588-59.6% |
| Participant deferral / active EE | $1,556 | $2,917-46.7% | $5,680-72.6% | $4,289-63.7% |
| Admin fee / account holder | $216 | $1,261-82.9% | $13,210-98.4% | $1,587-86.4% |