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 | $31,916 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $18,728 |
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 | $21,856 | $62,324-64.9% | $68,509-68.1% | $55,191-60.4% |
| Participation rate | 70.8% | 78.9%-8.1pp | 74.7%-3.9pp | 69.2%+1.6pp |
| Annual return | -0.68% | 4.26%-4.9pp | 8.27%-9.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,386 | $2,223-37.7% | $2,278-39.2% | $1,899-27.0% |
| Participant deferral / active EE | $1,927 | $3,425-43.7% | $3,382-43.0% | $3,046-36.8% |
| Admin fee / account holder | $55 | $91-39.6% | $5,275-99.0% | $91-39.2% |