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 | $2,336 |
MASON BENEFITS GROUP INC3+ years Service code 49 · EIN 39-1844466 | Other Services | $1,657 |
Employer contribution per participant 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 | $81,586 | $63,299+28.9% | $91,001-10.3% | $62,292+31.0% |
| Participation rate | 83.2% | 73.3%+9.9pp | 75.6%+7.6pp | 69.5%+13.7pp |
| Annual return | 15.99% | 20.99%-5.0pp | 4.60%+11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $393 | $1,807-78.3% | $2,456-84.0% | $2,042-80.8% |
| Participant deferral / active EE | $3,252 | $2,943+10.5% | $3,547-8.3% | $3,169+2.6% |
| Admin fee / account holder | $20 | $468-95.8% | $5,417-99.6% | $479-95.9% |