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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,997 |
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS INS AGENCY INC Service code 49 · EIN 82-0547562 | Other Services | $2,808 |
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 | $52,123 | $64,909-19.7% | $82,313-36.7% | $62,292-16.3% |
| Participation rate | 95.8% | 74.9%+20.9pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 15.98% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,670 | $1,676-0.4% | $2,428-31.2% | $2,042-18.2% |
| Participant deferral / active EE | $2,650 | $3,103-14.6% | $3,706-28.5% | $3,169-16.4% |
| Admin fee / account holder | $206 | $440-53.1% | $5,608-96.3% | $479-57.0% |