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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,158 |
BCG SECURITIES3 years Filed as: BCG SECURITIES INC Service code 49 · EIN 23-1664237 | Other Services | $25,192 |
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 | $18,709 | $62,928-70.3% | $172,739-89.2% | $67,579-72.3% |
| Participation rate | 77.8% | 64.5%+13.4pp | 82.6%-4.8pp | 71.3%+6.6pp |
| Annual return | 16.82% | 30.36%-13.5pp | 802.84%-786.0pp | 378.56%-361.7pp |
| Employer contribution / active EE | $572 | $1,636-65.1% | $5,143-88.9% | $2,148-73.4% |
| Participant deferral / active EE | $1,425 | $2,145-33.6% | $5,198-72.6% | $3,539-59.7% |
| Admin fee / account holder | $110 | $167-34.3% | $13,954-99.2% | $142-23.0% |