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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,444 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,190 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: REA & ASSOCIATES INC Service code 10 · EIN 34-1310124 | Accounting | $11,450 |
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 | $91,465 | $66,601+37.3% | $92,893-1.5% | $67,579+35.3% |
| Participation rate | 99.3% | 72.5%+26.8pp | 76.0%+23.3pp | 71.3%+28.0pp |
| Annual return | 23.04% | 92.58%-69.5pp | 109.41%-86.4pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,426 | $2,775-12.6% | $3,653-33.6% | $2,148+12.9% |
| Participant deferral / active EE | $5,326 | $3,157+68.7% | $4,236+25.7% | $3,539+50.5% |
| Admin fee / account holder | $240 | $199+20.7% | $5,794-95.9% | $142+68.7% |