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 | $15,726 |
S B H U LIFE AGENCY INC3+ years Service code 49 · EIN 13-2896238 | Other Services | $12,437 |
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 | $28,752 | $63,299-54.6% | $91,001-68.4% | $62,292-53.8% |
| Participation rate | 99.0% | 73.3%+25.7pp | 75.6%+23.4pp | 69.5%+29.5pp |
| Annual return | 15.44% | 20.99%-5.6pp | 4.60%+10.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $865 | $1,807-52.1% | $2,456-64.8% | $2,042-57.6% |
| Participant deferral / active EE | $2,809 | $2,943-4.5% | $3,547-20.8% | $3,169-11.4% |
| Admin fee / account holder | $69 | $468-85.2% | $5,417-98.7% | $479-85.5% |