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: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $28,793 |
BKD, LLP3 years Filed as: BKD, LLC Service code 10 · EIN 44-0160260 | Accounting | $5,250 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | -$17,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,688 | $93,182+47.8% | $146,665-6.1% | $79,386+73.4% |
| Participation rate | 54.9% | 76.4%-21.5pp | 80.1%-25.1pp | 70.7%-15.8pp |
| Annual return | 17.20% | 21.61%-4.4pp | 22.74%-5.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,587 | $4,169-37.9% | $5,506-53.0% | $4,046-36.1% |
| Admin fee / account holder | -$69 | $585-111.8% | $10,280-100.7% | $626-111.0% |