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 | $8,598 |
Filed as: FIRST HORIZON ADVISORS, INC Service code 49 · EIN 62-1254528 | Other Services | $3,538 |
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 | $49,890 | $65,376-23.7% | $87,100-42.7% | $65,185-23.5% |
| Participation rate | 90.3% | 75.3%+15.0pp | 76.9%+13.4pp | 70.2%+20.1pp |
| Annual return | 18.88% | 31.27%-12.4pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,045 | $1,822-42.6% | $2,521-58.5% | $2,177-52.0% |
| Participant deferral / active EE | $2,680 | $3,388-20.9% | $4,049-33.8% | $3,514-23.7% |
| Admin fee / account holder | $39 | $520-92.4% | $7,497-99.5% | $847-95.3% |