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 | $80,703 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Filed as: CLARK, RONALD L. Service code 49 510 WASHINGTON AVE FL 2 · CARNEGIE, PA 151062864 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,915 | $44,989-78.0% | $170,442-94.2% | $77,958-87.3% |
| Participation rate | 87.6% | 64.6%+23.0pp | 83.6%+4.0pp | 71.6%+16.0pp |
| Annual return | 18.08% | 19.61%-1.5pp | 205.93%-187.9pp | 20.87%-2.8pp |
| Employer contribution / active EE | $468 | $1,466-68.1% | $5,433-91.4% | $2,310-79.8% |
| Participant deferral / active EE | $1,175 | $2,208-46.8% | $4,939-76.2% | $3,537-66.8% |
| Admin fee / account holder | $60 | $69-13.2% | $13,880-99.6% | $97-38.5% |