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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,969 |
DA DAVIDSON & CO2 years Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $45,720 |
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 | $47,544 | $37,196+27.8% | $154,107-69.1% | $55,725-14.7% |
| Participation rate | 77.8% | 64.1%+13.7pp | 83.0%-5.2pp | 70.9%+6.9pp |
| Annual return | -5.59% | 1319.68%-1325.3pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $868 | $1,614-46.2% | $5,298-83.6% | $2,078-58.2% |
| Participant deferral / active EE | $3,148 | $2,068+52.2% | $5,081-38.0% | $3,356-6.2% |
| Admin fee / account holder | $233 | $102+129.0% | $13,411-98.3% | $115+102.0% |