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 9-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 | $179,113 |
PRIVATE ADVISOR GROUP LLC1+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $51,918 |
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 | $127,846 | $74,024+72.7% | $77,999+63.9% | $57,658+121.7% |
| Participation rate | 82.7% | 79.7%+3.0pp | 75.5%+7.2pp | 70.2%+12.5pp |
| Annual return | 9.64% | 12.14%-2.5pp | 425.96%-416.3pp | 5.13%+4.5pp |
| Employer contribution / active EE | $5,147 | $2,365+117.6% | $2,470+108.4% | $1,974+160.8% |
| Participant deferral / active EE | $4,481 | $3,533+26.8% | $3,497+28.1% | $3,061+46.4% |
| Admin fee / account holder | $29 | $93-69.2% | $5,480-99.5% | $95-69.6% |