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 | $40,963 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $13,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,536 | $58,264-39.0% | $86,612-59.0% | $71,457-50.3% |
| Participation rate | 60.2% | 65.0%-4.8pp | 71.7%-11.5pp | 67.9%-7.8pp |
| Annual return | 16.75% | 21.63%-4.9pp | 591.07%-574.3pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,259 | $2,574-51.1% | $3,022-58.4% | $2,588-51.4% |
| Participant deferral / active EE | $2,705 | $3,436-21.3% | $4,438-39.0% | $4,289-36.9% |
| Admin fee / account holder | $227 | $1,057-78.5% | $5,614-96.0% | $1,587-85.7% |