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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,260 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $16,102 |
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 | $75,922 | $48,313+57.1% | $73,307+3.6% | $52,331+45.1% |
| Participation rate | 96.6% | 68.6%+28.0pp | 74.9%+21.6pp | 68.1%+28.4pp |
| Annual return | 0.35% | 3.85%-3.5pp | 5.67%-5.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,239 | $1,661-25.4% | $3,237-61.7% | $1,882-34.2% |
| Participant deferral / active EE | $7,149 | $4,189+70.7% | $4,991+43.2% | $3,022+136.6% |
| Admin fee / account holder | $178 | $404-55.9% | $5,637-96.8% | $592-69.9% |