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 | $63,712 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,600 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,404 | $46,173-27.7% | $170,442-80.4% | $69,631-52.0% |
| Participation rate | 93.8% | 63.9%+29.9pp | 83.6%+10.2pp | 70.7%+23.1pp |
| Annual return | 17.36% | 21.62%-4.3pp | 205.93%-188.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,057 | $1,610-34.3% | $5,433-80.5% | $2,032-48.0% |
| Participant deferral / active EE | $3,338 | $2,080+60.5% | $4,939-32.4% | $3,224+3.6% |
| Admin fee / account holder | $190 | $116+63.5% | $13,880-98.6% | $110+71.7% |