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 INC2+ years Filed as: SII INVESTMENTS, INC Service code 49 · EIN 39-1099262 | Other Services | $42,124 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,864 |
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 | $132,442 | $59,535+122.5% | $90,160+46.9% | $62,292+112.6% |
| Participation rate | 97.9% | 73.0%+24.9pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 17.77% | 23.53%-5.8pp | 34.88%-17.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,628 | $1,826-10.8% | $3,318-50.9% | $2,042-20.3% |
| Participant deferral / active EE | $5,253 | $4,639+13.2% | $5,288-0.7% | $3,169+65.8% |
| Admin fee / account holder | $24 | $337-92.8% | $5,943-99.6% | $479-94.9% |