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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,703 |
WILLIAM BLAIR2+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $49,935 |
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 | $54,175 | $72,448-25.2% | $118,746-54.4% | $69,631-22.2% |
| Participation rate | 95.7% | 79.7%+16.0pp | 78.3%+17.4pp | 70.7%+25.0pp |
| Annual return | 12.09% | 19.06%-7.0pp | 24.54%-12.4pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $1,426 | $3,771-62.2% | $4,193-66.0% | $2,032-29.8% |
| Participant deferral / active EE | $3,547 | $4,943-28.2% | $5,332-33.5% | $3,224+10.0% |
| Admin fee / account holder | $231 | $99+133.4% | $10,720-97.8% | $110+108.9% |