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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,682 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,534 | $56,629-62.0% | $77,999-72.4% | $55,167-61.0% |
| Participation rate | 73.0% | 73.3%-0.3pp | 75.5%-2.5pp | 69.0%+4.0pp |
| Annual return | -55.08% | 2866.98%-2922.1pp | 425.96%-481.0pp | 169.23%-224.3pp |
| Employer contribution / active EE | $479 | $1,723-72.2% | $2,470-80.6% | $1,963-75.6% |
| Participant deferral / active EE | $2,067 | $2,777-25.6% | $3,497-40.9% | $3,054-32.3% |
| Admin fee / account holder | $187 | $467-59.8% | $5,480-96.6% | $504-62.8% |