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 27 · EIN 20-1113894 | Advisory (Plan) | $10,231 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,013 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,021 | $91,190-75.9% | $178,490-87.7% | $79,858-72.4% |
| Participation rate | 81.3% | 69.2%+12.0pp | 81.9%-0.7pp | 69.6%+11.6pp |
| Annual return | 13.54% | 24.19%-10.7pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,041 | $3,256-68.0% | $5,011-79.2% | $2,471-57.9% |
| Participant deferral / active EE | $394 | $3,236-87.8% | $5,202-92.4% | $3,740-89.5% |
| Admin fee / account holder | $72 | $6,751-98.9% | $13,984-99.5% | $5,306-98.6% |