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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,595 |
FIRST WESTERN TRUST BANK1 year Service code 49 · EIN 27-0083757 | Other Services | $6,850 |
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 | $133,957 | $66,180+102.4% | $118,746+12.8% | $62,292+115.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 21.44% | 60.89%-39.5pp | 24.54%-3.1pp | 28.90%-7.5pp |
| Employer contribution / active EE | $11,844 | $3,183+272.1% | $4,193+182.5% | $2,042+479.9% |
| Participant deferral / active EE | $8,073 | $4,247+90.1% | $5,332+51.4% | $3,169+154.7% |
| Admin fee / account holder | $91 | $753-87.9% | $10,720-99.1% | $479-81.0% |