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 |
|---|---|---|
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 49 · EIN 36-2214610 | Other Services | $50,167 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,336 |
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 | $68,554 | $71,666-4.3% | $117,854-41.8% | $69,631-1.5% |
| Participation rate | 96.6% | 77.5%+19.1pp | 79.7%+16.9pp | 70.7%+25.9pp |
| Annual return | 17.99% | 18.86%-0.9pp | 335.08%-317.1pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,244 | $1,889-34.1% | $3,786-67.1% | $2,032-38.8% |
| Participant deferral / active EE | $3,771 | $3,340+12.9% | $4,482-15.9% | $3,224+17.0% |
| Admin fee / account holder | $29 | $120-75.8% | $8,020-99.6% | $110-73.6% |