Filed December 9, 2022
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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1+ years Service code 49 · EIN 43-0538770 | Other Services | $39,054 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,152 |
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 | $32,646 | $37,117-12.0% | $147,614-77.9% | $55,191-40.8% |
| Participation rate | 86.8% | 63.6%+23.2pp | 84.6%+2.2pp | 69.2%+17.7pp |
| Annual return | -1.18% | 3.44%-4.6pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,556 | $1,620-4.0% | $5,564-72.0% | $1,899-18.1% |
| Participant deferral / active EE | $1,782 | $1,985-10.2% | $4,895-63.6% | $3,046-41.5% |
| Admin fee / account holder | $21 | $86-75.9% | $11,611-99.8% | $91-77.3% |