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 |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $63,051 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $20,476-100.0% | $226,711-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.3%-48.3pp | 15.7%-15.7pp |
| Annual return | 0.23% | -2.25%+2.5pp | -1.71%+1.9pp | -7.14%+7.4pp |
| Employer contribution / active EE | $12,903 | $9,687+33.2% | $45,357-71.6% | $14,613-11.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $175-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $7,161-100.0% | $1,191-100.0% |