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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,488 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $15,806 |
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 | $57,494 | $33,745+70.4% | $64,105-10.3% | $55,191+4.2% |
| Participation rate | 96.9% | 59.4%+37.5pp | 68.2%+28.7pp | 69.2%+27.7pp |
| Annual return | 2.46% | 4.95%-2.5pp | 791.24%-788.8pp | 10.78%-8.3pp |
| Employer contribution / active EE | $3,142 | $641+390.2% | $1,820+72.6% | $1,899+65.5% |
| Participant deferral / active EE | $4,804 | $1,929+149.0% | $2,822+70.3% | $3,046+57.7% |
| Admin fee / account holder | $145 | $94+53.3% | $4,499-96.8% | $91+59.3% |