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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,815 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $9,341 |
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 | $18,692 | $46,173-59.5% | $170,442-89.0% | $69,631-73.2% |
| Participation rate | 89.5% | 63.9%+25.6pp | 83.6%+5.9pp | 70.7%+18.8pp |
| Annual return | 18.40% | 21.62%-3.2pp | 205.93%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,109 | $1,610+31.0% | $5,433-61.2% | $2,032+3.8% |
| Participant deferral / active EE | $2,463 | $2,080+18.4% | $4,939-50.1% | $3,224-23.6% |
| Admin fee / account holder | $37 | $116-68.0% | $13,880-99.7% | $110-66.4% |