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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,840 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,995 |
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 | $30,183 | $66,601-54.7% | $92,893-67.5% | $67,579-55.3% |
| Participation rate | 96.0% | 72.5%+23.6pp | 76.0%+20.0pp | 71.3%+24.8pp |
| Annual return | 23.97% | 92.58%-68.6pp | 109.41%-85.4pp | 378.56%-354.6pp |
| Employer contribution / active EE | $1,957 | $2,775-29.5% | $3,653-46.4% | $2,148-8.9% |
| Participant deferral / active EE | $3,289 | $3,157+4.2% | $4,236-22.4% | $3,539-7.1% |
| Admin fee / account holder | $255 | $199+28.2% | $5,794-95.6% | $142+79.2% |