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 |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $13,329 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,443 |
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 | $147,477 | $56,629+160.4% | $77,999+89.1% | $55,167+167.3% |
| Participation rate | 98.6% | 73.3%+25.3pp | 75.5%+23.1pp | 69.0%+29.6pp |
| Annual return | 6.18% | 2866.98%-2860.8pp | 425.96%-419.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $8,333 | $1,723+383.7% | $2,470+237.4% | $1,963+324.6% |
| Participant deferral / active EE | $3,858 | $2,777+38.9% | $3,497+10.3% | $3,054+26.3% |
| Admin fee / account holder | $36 | $467-92.4% | $5,480-99.4% | $504-92.9% |