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 INC3+ years Service code 49 · EIN 43-0538770 | Other Services | $33,450 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,828 |
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 | $34,252 | $46,173-25.8% | $170,442-79.9% | $69,631-50.8% |
| Participation rate | 92.6% | 63.9%+28.7pp | 83.6%+9.0pp | 70.7%+21.9pp |
| Annual return | 16.61% | 21.62%-5.0pp | 205.93%-189.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,607 | $1,610-0.1% | $5,433-70.4% | $2,032-20.9% |
| Participant deferral / active EE | $1,949 | $2,080-6.3% | $4,939-60.5% | $3,224-39.5% |
| Admin fee / account holder | $34 | $116-70.9% | $13,880-99.8% | $110-69.4% |