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 |
|---|---|---|
THE O.N. EQUITY SALES COMPANY1+ years Filed as: O N EQUITY SALES COMPANY Service code 49 · EIN 31-0742113 | Other Services | $27,898 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,062 |
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 | $37,446 | $46,360-19.2% | $147,614-74.6% | $52,331-28.4% |
| Participation rate | 70.1% | 64.9%+5.2pp | 84.6%-14.5pp | 68.1%+2.0pp |
| Annual return | 1.93% | 1.62%+0.3pp | 61.98%-60.0pp | 4.54%-2.6pp |
| Employer contribution / active EE | $672 | $2,126-68.4% | $5,564-87.9% | $1,882-64.3% |
| Participant deferral / active EE | $1,732 | $2,258-23.3% | $4,895-64.6% | $3,022-42.7% |
| Admin fee / account holder | $11 | $766-98.6% | $11,611-99.9% | $592-98.2% |