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 | $144,035 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $38,264 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,765 | $66,601-64.3% | $92,893-74.4% | $67,579-64.8% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 71.3%+25.9pp |
| Annual return | 18.34% | 92.58%-74.2pp | 109.41%-91.1pp | 378.56%-360.2pp |
| Employer contribution / active EE | $485 | $2,775-82.5% | $3,653-86.7% | $2,148-77.4% |
| Participant deferral / active EE | $2,357 | $3,157-25.3% | $4,236-44.4% | $3,539-33.4% |
| Admin fee / account holder | $151 | $199-24.0% | $5,794-97.4% | $142+6.2% |