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 |
|---|---|---|
SII INVESTMENTS INC1+ years Filed as: SII INVESTMENTS, INC Service code 49 · EIN 39-1099262 | Other Services | $36,123 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,756 |
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 | $113,974 | $51,244+122.4% | $80,975+40.8% | $55,167+106.6% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.8%+22.1pp | 69.0%+28.9pp |
| Annual return | 7.23% | 17.39%-10.2pp | 17.10%-9.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $3,479 | $1,770+96.5% | $3,714-6.3% | $1,963+77.3% |
| Participant deferral / active EE | $5,063 | $4,418+14.6% | $5,696-11.1% | $3,054+65.8% |
| Admin fee / account holder | $17 | $398-95.6% | $5,516-99.7% | $504-96.6% |