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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,208 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $99 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | Other Services | $0 |
TIAA1 year Service code 49 · EIN 13-1624203 | 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 | $66,586 | $65,322+1.9% | $70,449-5.5% | $73,488-9.4% |
| Participation rate | 82.3% | 77.0%+5.4pp | 75.1%+7.3pp | 70.7%+11.6pp |
| Annual return | 14.60% | 15.71%-1.1pp | 109.03%-94.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,092 | $2,460-55.6% | $2,737-60.1% | $2,270-51.9% |
| Participant deferral / active EE | $3,149 | $3,375-6.7% | $3,709-15.1% | $3,740-15.8% |
| Admin fee / account holder | $183 | $214-14.7% | $3,845-95.2% | $513-64.4% |