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 COMPANY7+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $83,437 |
Filed as: LASALLE STREET SECURITIES, L.L.C. Service code 49 | Other Services | $62,382 |
PENSION ASSURANCE LLP7+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $16,070 |
Filed as: LASALLE ST SECURITIES L.L.C. Service code 49 · EIN 52-2175592 940 INDUSTRIAL DRIVE · ELMHURST, IL 601261139 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,735 | $93,182+4.9% | $146,665-33.4% | $79,386+23.1% |
| Participation rate | 97.2% | 76.4%+20.7pp | 80.1%+17.1pp | 70.7%+26.5pp |
| Annual return | 13.02% | 21.61%-8.6pp | 22.74%-9.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $3,549 | $2,420+46.7% | $4,136-14.2% | $2,427+46.2% |
| Participant deferral / active EE | $5,304 | $4,169+27.2% | $5,506-3.7% | $4,046+31.1% |
| Admin fee / account holder | $23 | $585-96.1% | $10,280-99.8% | $626-96.4% |