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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,480 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $9,427 |
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 | $82,896 | $86,332-4.0% | $125,175-33.8% | $65,185+27.2% |
| Participation rate | 84.7% | 75.3%+9.3pp | 79.8%+4.9pp | 70.2%+14.5pp |
| Annual return | 22.60% | 27.43%-4.8pp | 43.79%-21.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,635 | $2,040-19.8% | $3,865-57.7% | $2,177-24.9% |
| Participant deferral / active EE | $5,401 | $3,537+52.7% | $4,937+9.4% | $3,514+53.7% |
| Admin fee / account holder | $153 | $609-75.0% | $9,702-98.4% | $847-82.0% |