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: SECURITES SERVICE NETWORK, INC. Service code 49 | Other Services | $45,528 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $11,448 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $1,786 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES SERVICE NETWORK INC Service code 49 · EIN 62-1152936 9729 COGDILL RD, SUITE 301 · KNOXVILLE, TN 379323383 | Other Services | $0 |
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 | $73,723 | $86,332-14.6% | $125,175-41.1% | $65,185+13.1% |
| Participation rate | 94.9% | 75.3%+19.6pp | 79.8%+15.1pp | 70.2%+24.7pp |
| Annual return | 21.33% | 27.43%-6.1pp | 43.79%-22.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,634 | $2,040-19.9% | $3,865-57.7% | $2,177-24.9% |
| Participant deferral / active EE | $4,595 | $3,537+29.9% | $4,937-6.9% | $3,514+30.8% |
| Admin fee / account holder | $14 | $609-97.8% | $9,702-99.9% | $847-98.4% |