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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,265 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $12,846 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,093 | $63,745-46.5% | $98,442-65.4% | $79,386-57.1% |
| Participation rate | 60.7% | 69.9%-9.2pp | 73.3%-12.6pp | 70.7%-10.0pp |
| Annual return | 14.03% | 625.80%-611.8pp | 1492.73%-1478.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,453 | $2,557-43.2% | $2,960-50.9% | $2,427-40.2% |
| Participant deferral / active EE | $3,060 | $3,303-7.4% | $4,276-28.5% | $4,046-24.4% |
| Admin fee / account holder | $223 | $516-56.7% | $5,949-96.2% | $626-64.4% |