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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,042 |
BAIRD INSURANCE SERVICES INC3+ years Service code 49 · EIN 39-1236032 | Other Services | $3,128 |
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 | $52,433 | $58,726-10.7% | $92,233-43.2% | $62,292-15.8% |
| Participation rate | 78.9% | 68.3%+10.6pp | 76.5%+2.5pp | 69.5%+9.4pp |
| Annual return | 20.71% | 43.62%-22.9pp | 176.28%-155.6pp | 28.90%-8.2pp |
| Employer contribution / active EE | $900 | $2,392-62.4% | $3,679-75.5% | $2,042-55.9% |
| Participant deferral / active EE | $5,043 | $2,766+82.3% | $3,897+29.4% | $3,169+59.1% |
| Admin fee / account holder | $156 | $556-72.0% | $5,194-97.0% | $479-67.5% |