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 FINANCIAL2 years Filed as: ADVISORNET FINANCIAL, INC. Service code 27 | Advisory (Plan) | $9,372 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 111 W STATE STREET · MASON CITY, IA 504022004 | Contract Administrator | $1,348 |
ADVISORNET FINANCIAL2 years Service code 27 · EIN 41-1378662 | Advisory (Plan) | $0 |
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 | $47,751 | $89,355-46.6% | $141,162-66.2% | $72,985-34.6% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.5pp | 69.5%+7.4pp |
| Annual return | 20.23% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $625 | $3,114-79.9% | $4,735-86.8% | $2,440-74.4% |
| Participant deferral / active EE | $4,272 | $5,418-21.1% | $6,709-36.3% | $3,607+18.4% |
| Admin fee / account holder | $14 | $5,958-99.8% | $10,261-99.9% | $5,124-99.7% |