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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,717 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,709 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,397 | $69,305-23.0% | $82,313-35.1% | $69,631-23.3% |
| Participation rate | 66.8% | 80.3%-13.5pp | 76.9%-10.1pp | 70.7%-3.9pp |
| Annual return | 14.95% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,116 | $1,887-40.8% | $2,428-54.0% | $2,032-45.1% |
| Participant deferral / active EE | $3,196 | $3,568-10.4% | $3,706-13.8% | $3,224-0.9% |
| Admin fee / account holder | $146 | $97+49.7% | $5,608-97.4% | $110+31.8% |