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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,351 |
MWA FINANCIAL SERVICES INC3 years Service code 49 · EIN 36-4420471 | Other Services | $11,340 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,774 | $65,118+8.7% | $76,768-7.8% | $55,725+27.0% |
| Participation rate | 82.5% | 79.6%+2.9pp | 77.0%+5.6pp | 70.9%+11.7pp |
| Annual return | -6.78% | -1.27%-5.5pp | 2.43%-9.2pp | 244.93%-251.7pp |
| Employer contribution / active EE | $1,218 | $1,941-37.2% | $2,485-51.0% | $2,078-41.4% |
| Participant deferral / active EE | $2,101 | $3,688-43.0% | $3,852-45.5% | $3,356-37.4% |
| Admin fee / account holder | $240 | $116+107.5% | $6,675-96.4% | $115+108.8% |