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 |
|---|---|---|
ADVISORNET FINANCIAL1 year Filed as: ADVISORNET FINANCIAL, INC. Service code 27 | Advisory (Plan) | $9,056 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 111 W STATE STREET · MASON CITY, IA 504022004 | Contract Administrator | $2,442 |
ADVISORNET FINANCIAL1 year Service code 27 · EIN 41-1378662 | Advisory (Plan) | $0 |
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 | $36,256 | $77,813-53.4% | $123,544-70.7% | $64,186-43.5% |
| Participation rate | 84.7% | 74.7%+10.0pp | 82.3%+2.4pp | 69.6%+15.2pp |
| Annual return | -4.53% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $702 | $3,014-76.7% | $4,628-84.8% | $2,381-70.5% |
| Participant deferral / active EE | $4,673 | $5,240-10.8% | $6,426-27.3% | $3,470+34.7% |
| Admin fee / account holder | $25 | $5,519-99.5% | $9,284-99.7% | $4,888-99.5% |