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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,855 |
CROWE LLP1 year Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $18,750 |
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 | $21,385 | $74,024-71.1% | $77,999-72.6% | $57,658-62.9% |
| Participation rate | 70.6% | 79.7%-9.1pp | 75.5%-4.9pp | 70.2%+0.4pp |
| Annual return | 7.57% | 12.14%-4.6pp | 425.96%-418.4pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,222 | $2,365-48.3% | $2,470-50.5% | $1,974-38.1% |
| Participant deferral / active EE | $1,804 | $3,533-48.9% | $3,497-48.4% | $3,061-41.1% |
| Admin fee / account holder | $58 | $93-38.0% | $5,480-98.9% | $95-38.8% |