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 |
|---|---|---|
DAVID ROMANO1+ years Filed as: DAVID A KUIPER Service code 49 10455 COUNTRY TRL NW · GRAND RAPIDS, MI 495349602 | Other Services | $3,295 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,294 |
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 | $160,629 | $54,320+195.7% | $67,652+137.4% | $52,331+207.0% |
| Participation rate | 87.9% | 73.6%+14.3pp | 75.7%+12.2pp | 68.1%+19.8pp |
| Annual return | 43.84% | 6.81%+37.0pp | 6625.04%-6581.2pp | 4.54%+39.3pp |
| Employer contribution / active EE | $1,050 | $1,544-32.0% | $2,266-53.7% | $1,882-44.2% |
| Participant deferral / active EE | $3,756 | $2,950+27.3% | $3,560+5.5% | $3,022+24.3% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |