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 |
|---|---|---|
JACKIE CURLEE1+ years Filed as: JACKIE BERRY Service code 14 · EIN 34-6707499 | Plan Administrator | $4,959 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,387 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1498244 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,097 | $50,464-36.4% | $75,781-57.6% | $52,331-38.7% |
| Participation rate | 88.5% | 66.8%+21.8pp | 75.8%+12.7pp | 68.1%+20.4pp |
| Annual return | -0.99% | 1.03%-2.0pp | 9.68%-10.7pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,617 | $1,988-18.7% | $3,323-51.3% | $1,882-14.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $139 | $1,103-87.4% | $5,299-97.4% | $592-76.5% |