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 | $35,305 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA DISTRIBUTION HOLDING CORP Service code 27 · EIN 13-4078005 | Advisory (Plan) | $19,301 |
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 | $80,504 | $54,320+48.2% | $67,652+19.0% | $52,331+53.8% |
| Participation rate | 95.4% | 73.6%+21.8pp | 75.7%+19.7pp | 68.1%+27.3pp |
| Annual return | -0.07% | 6.81%-6.9pp | 6625.04%-6625.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,240 | $1,544-19.7% | $2,266-45.3% | $1,882-34.1% |
| Participant deferral / active EE | $3,382 | $2,950+14.6% | $3,560-5.0% | $3,022+11.9% |
| Admin fee / account holder | $176 | $527-66.6% | $4,821-96.4% | $592-70.3% |