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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,608 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,385 |
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 | $63,073 | $111,608-43.5% | $177,821-64.5% | $73,409-14.1% |
| Participation rate | 79.2% | 87.9%-8.6pp | 87.7%-8.5pp | 72.2%+7.0pp |
| Annual return | 15.98% | 18.23%-2.2pp | 48.32%-32.3pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,968 | $3,796-48.1% | $5,918-66.7% | $2,234-11.9% |
| Participant deferral / active EE | $4,058 | $6,199-34.5% | $7,714-47.4% | $3,805+6.6% |
| Admin fee / account holder | $247 | $166+49.2% | $12,427-98.0% | $158+56.5% |