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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,782 |
STIFEL NICOLAUS & CO INC1 year Service code 49 · EIN 43-0538770 | Other Services | $10,934 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,543 | $58,083-49.1% | $80,019-63.1% | $56,287-47.5% |
| Participation rate | 98.9% | 73.6%+25.3pp | 75.8%+23.1pp | 69.9%+29.1pp |
| Annual return | -7.36% | 34.61%-42.0pp | 11.22%-18.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,035 | $1,932-46.4% | $2,468-58.1% | $2,111-51.0% |
| Participant deferral / active EE | $3,713 | $3,135+18.4% | $3,686+0.7% | $3,350+10.8% |
| Admin fee / account holder | $55 | $623-91.2% | $6,521-99.2% | $521-89.5% |