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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,322 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,736 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 47-1411118 | Contract Administrator | $7,013 |
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 | $41,006 | $55,415-26.0% | $155,509-73.6% | $74,495-45.0% |
| Participation rate | 78.6% | 61.9%+16.7pp | 78.2%+0.4pp | 67.2%+11.4pp |
| Annual return | 11.99% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $746 | $2,267-67.1% | $4,672-84.0% | $2,623-71.6% |
| Participant deferral / active EE | $1,898 | $2,836-33.1% | $5,626-66.3% | $4,346-56.3% |
| Admin fee / account holder | $278 | $1,738-84.0% | $15,912-98.3% | $1,942-85.7% |