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 | $161,065 |
TBS AGENCY INC4 years Service code 49 · EIN 52-1473914 | Other Services | $35,530 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $27,176 |
Filed as: G RUSSELL KNOBEL & ASSOCIATES INC Service code 13 · EIN 91-0964302 | Contract Administrator | $20,109 |
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 | $29,117 | $88,515-67.1% | $162,163-82.0% | $67,579-56.9% |
| Participation rate | 92.8% | 86.8%+6.0pp | 87.6%+5.2pp | 71.3%+21.5pp |
| Annual return | 30.53% | 27.04%+3.5pp | 115.59%-85.1pp | 378.56%-348.0pp |
| Employer contribution / active EE | $2,313 | $3,563-35.1% | $5,614-58.8% | $2,148+7.7% |
| Participant deferral / active EE | $6,132 | $5,724+7.1% | $7,298-16.0% | $3,539+73.2% |
| Admin fee / account holder | $162 | $124+31.0% | $10,843-98.5% | $142+13.9% |