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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,544 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $130 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | 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 | $40,488 | $51,769-21.8% | $57,343-29.4% | $52,331-22.6% |
| Participation rate | 87.4% | 75.2%+12.1pp | 75.1%+12.3pp | 68.1%+19.3pp |
| Annual return | 0.50% | 2.43%-1.9pp | 24.39%-23.9pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,129 | $2,335-8.8% | $2,689-20.8% | $1,882+13.2% |
| Participant deferral / active EE | $2,970 | $2,794+6.3% | $3,162-6.1% | $3,022-1.7% |
| Admin fee / account holder | $82 | $295-72.2% | $3,356-97.6% | $592-86.1% |