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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,289 |
MASON BENEFITS GROUP INC5+ years Service code 49 · EIN 39-1844466 | Other Services | $1,407 |
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 | $84,761 | $66,310+27.8% | $93,606-9.4% | $65,185+30.0% |
| Participation rate | 76.8% | 74.0%+2.8pp | 75.8%+1.0pp | 70.2%+6.6pp |
| Annual return | 20.74% | 42.58%-21.8pp | 32.76%-12.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $383 | $2,012-81.0% | $2,718-85.9% | $2,177-82.4% |
| Participant deferral / active EE | $3,172 | $3,342-5.1% | $4,069-22.0% | $3,514-9.7% |
| Admin fee / account holder | $30 | $6,897-99.6% | $7,888-99.6% | $847-96.5% |