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 |
|---|---|---|
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $16,087 |
PARK AVENUE SECURITIES LLC2 years Service code 49 · EIN 13-4023176 | Other Services | $11,580 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,641 |
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 | $23,422 | $52,953-55.8% | $172,739-86.4% | $65,185-64.1% |
| Participation rate | 94.7% | 66.2%+28.5pp | 82.6%+12.0pp | 70.2%+24.5pp |
| Annual return | 23.54% | 30.12%-6.6pp | 802.84%-779.3pp | 29.38%-5.8pp |
| Employer contribution / active EE | $2,193 | $2,190+0.1% | $5,143-57.4% | $2,177+0.7% |
| Participant deferral / active EE | $2,659 | $2,471+7.6% | $5,198-48.8% | $3,514-24.3% |
| Admin fee / account holder | $70 | $472-85.2% | $13,954-99.5% | $847-91.8% |