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 | $22,775 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $9,784 |
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 | $61,567 | $66,302-7.1% | $110,238-44.2% | $56,287+9.4% |
| Participation rate | 89.1% | 74.9%+14.2pp | 79.8%+9.3pp | 69.9%+19.3pp |
| Annual return | -8.03% | -1.18%-6.9pp | 314.74%-322.8pp | -9.96%+1.9pp |
| Employer contribution / active EE | $2,162 | $2,047+5.6% | $3,826-43.5% | $2,111+2.4% |
| Participant deferral / active EE | $5,064 | $3,381+49.8% | $4,672+8.4% | $3,350+51.2% |
| Admin fee / account holder | $136 | $698-80.6% | $8,547-98.4% | $521-74.0% |