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 | $12,078 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,606 |
PARK AVENUE SECURITIES LLC3 years Service code 49 · EIN 13-4023176 | Other Services | $8,209 |
Filed as: PROCOURSE FIDUCIARY Service code 27 · EIN 45-5291215 | Advisory (Plan) | $6,108 |
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 | $23,352 | $52,293-55.3% | $178,490-86.9% | $73,409-68.2% |
| Participation rate | 97.0% | 65.3%+31.6pp | 81.9%+15.1pp | 72.2%+24.8pp |
| Annual return | 14.72% | 34.75%-20.0pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $2,053 | $1,735+18.3% | $5,011-59.0% | $2,234-8.1% |
| Participant deferral / active EE | $2,479 | $2,332+6.3% | $5,202-52.3% | $3,805-34.8% |
| Admin fee / account holder | $55 | $127-56.5% | $13,984-99.6% | $158-65.0% |