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 INC2+ years Service code 49 · EIN 43-0538770 | Other Services | $39,922 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,751 |
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 | $30,961 | $36,916-16.1% | $156,549-80.2% | $57,658-46.3% |
| Participation rate | 89.9% | 63.4%+26.4pp | 84.0%+5.8pp | 70.2%+19.6pp |
| Annual return | 7.44% | 12.38%-4.9pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,567 | $1,571-0.3% | $5,501-71.5% | $1,974-20.6% |
| Participant deferral / active EE | $1,764 | $1,926-8.4% | $4,871-63.8% | $3,061-42.4% |
| Admin fee / account holder | $22 | $82-73.0% | $13,027-99.8% | $95-76.5% |