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 7-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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURACE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $45,102 |
AVENUE ONE ADVISORS6 years Service code 27 · EIN 83-1838623 | Advisory (Plan) | $27,623 |
Filed as: LIMESTONE PENSION ASSOCIATES LLC Service code 13 · EIN 51-0383217 | Contract Administrator | $5,079 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,731 | $50,815-17.9% | $155,509-73.2% | $77,643-46.3% |
| Participation rate | 96.0% | 63.1%+32.9pp | 78.2%+17.8pp | 70.6%+25.5pp |
| Annual return | 10.94% | 34.80%-23.9pp | 64.67%-53.7pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,876 | $1,993-5.8% | $4,672-59.8% | $2,726-31.2% |
| Participant deferral / active EE | $4,473 | $2,822+58.5% | $5,626-20.5% | $4,647-3.8% |
| Admin fee / account holder | $216 | $437-50.4% | $15,912-98.6% | $430-49.7% |