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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,380 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,533 |
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 | $62,957 | $81,474-22.7% | $133,956-53.0% | $73,488-14.3% |
| Participation rate | 87.1% | 76.4%+10.8pp | 79.8%+7.3pp | 70.7%+16.5pp |
| Annual return | 16.09% | 19.40%-3.3pp | 45.09%-29.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,019 | $2,209-53.9% | $3,919-74.0% | $2,270-55.1% |
| Participant deferral / active EE | $2,839 | $3,786-25.0% | $5,048-43.8% | $3,740-24.1% |
| Admin fee / account holder | $294 | $713-58.7% | $8,927-96.7% | $513-42.6% |