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 |
|---|---|---|
NEUGEBAUER, BRAD L.1+ years Service code 49 · EIN 50-3803329 | Other Services | $47,810 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,201 |
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 | $40,578 | $41,317-1.8% | $85,969-52.8% | $55,191-26.5% |
| Participation rate | 93.2% | 54.5%+38.8pp | 76.5%+16.7pp | 69.2%+24.1pp |
| Annual return | -1.37% | 3.93%-5.3pp | 9.32%-10.7pp | 10.78%-12.1pp |
| Employer contribution / active EE | $2,360 | $1,198+97.1% | $3,474-32.1% | $1,899+24.3% |
| Participant deferral / active EE | $3,071 | $1,914+60.4% | $3,829-19.8% | $3,046+0.8% |
| Admin fee / account holder | $21 | $97-78.1% | $6,053-99.6% | $91-76.6% |