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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,776 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $103 |
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 | $53,753 | $60,795-11.6% | $69,455-22.6% | $65,185-17.5% |
| Participation rate | 89.4% | 74.9%+14.5pp | 74.6%+14.8pp | 70.2%+19.2pp |
| Annual return | 18.91% | 17.46%+1.5pp | 28.97%-10.1pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,065 | $2,452-15.8% | $2,779-25.7% | $2,177-5.1% |
| Participant deferral / active EE | $3,036 | $3,162-4.0% | $3,535-14.1% | $3,514-13.6% |
| Admin fee / account holder | $215 | $314-31.5% | $3,839-94.4% | $847-74.6% |