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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Service code 49 · EIN 95-3845382 | Other Services | $5,019 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 111 W STATE STREET · MASON CITY, IA 504022004 | Contract Administrator | $2,381 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,307 | $80,753-62.5% | $136,294-77.8% | $62,292-51.3% |
| Participation rate | 84.4% | 73.5%+10.9pp | 81.9%+2.5pp | 69.5%+14.9pp |
| Annual return | 15.79% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $530 | $2,884-81.6% | $4,695-88.7% | $2,042-74.1% |
| Participant deferral / active EE | $2,893 | $5,164-44.0% | $6,247-53.7% | $3,169-8.7% |
| Admin fee / account holder | $20 | $525-96.3% | $9,243-99.8% | $479-95.9% |