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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,191 |
CUTTER & COMPANY, INC2 years Filed as: CUTTER & COMPANY BROKERAGE INC Service code 49 · EIN 43-1477566 | Other Services | $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 | $68,175 | $59,186+15.2% | $76,768-11.2% | $56,287+21.1% |
| Participation rate | 96.0% | 75.2%+20.8pp | 77.0%+19.0pp | 69.9%+26.1pp |
| Annual return | -4.93% | 6.62%-11.5pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,026 | $1,759+15.2% | $2,485-18.5% | $2,111-4.0% |
| Participant deferral / active EE | $2,635 | $3,255-19.0% | $3,852-31.6% | $3,350-21.3% |
| Admin fee / account holder | $56 | $489-88.5% | $6,675-99.2% | $521-89.2% |