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 |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $19,591 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $2,518 |
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 | $77,371 | $79,523-2.7% | $140,016-44.7% | $56,287+37.5% |
| Participation rate | 95.8% | 85.7%+10.1pp | 87.5%+8.3pp | 69.9%+26.0pp |
| Annual return | -5.92% | 2.39%-8.3pp | 651.12%-657.0pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,335 | $3,350-60.2% | $5,606-76.2% | $2,111-36.8% |
| Participant deferral / active EE | $6,206 | $5,129+21.0% | $6,927-10.4% | $3,350+85.3% |
| Admin fee / account holder | $10 | $614-98.3% | $10,705-99.9% | $521-98.0% |