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 |
|---|---|---|
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $54,053 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,336 |
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 | $87,911 | $59,186+48.5% | $76,768+14.5% | $56,287+56.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 77.0%+13.9pp | 69.9%+21.1pp |
| Annual return | -6.19% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,305 | $1,759-25.8% | $2,485-47.5% | $2,111-38.2% |
| Participant deferral / active EE | $3,519 | $3,255+8.1% | $3,852-8.6% | $3,350+5.0% |
| Admin fee / account holder | $128 | $489-73.8% | $6,675-98.1% | $521-75.4% |