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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,690 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $126 |
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 | $41,602 | $74,552-44.2% | $62,995-34.0% | $69,631-40.3% |
| Participation rate | 90.6% | 78.3%+12.4pp | 74.8%+15.8pp | 70.7%+19.9pp |
| Annual return | 15.67% | 15.77%-0.1pp | 87.57%-71.9pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,519 | $2,929-48.2% | $2,759-45.0% | $2,032-25.3% |
| Participant deferral / active EE | $2,232 | $2,974-25.0% | $3,329-33.0% | $3,224-30.8% |
| Admin fee / account holder | $146 | $59+145.5% | $3,600-95.9% | $110+32.1% |