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 | $11,810 |
USI CONSULTING GROUP5+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,737 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $46,918 | $102,966-54.4% | $90,281-48.0% | $152,861-69.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.95% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $20,064 | $3,139+539.2% | $2,854+602.9% | $4,762+321.3% |
| Participant deferral / active EE | $44,811 | $4,281+946.6% | $3,885+1053.3% | $5,850+666.0% |
| Admin fee / account holder | $197 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |