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 |
|---|---|---|
Filed as: FOUNDERS FINANCIAL SECURITIES, LLC Service code 49 · EIN 20-2052994 | Other Services | $16,049 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,045 |
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 | $49,339 | $89,652-45.0% | $141,162-65.0% | $65,185-24.3% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.5%-4.0pp | 70.2%+8.3pp |
| Annual return | 31.06% | 32.79%-1.7pp | 71.39%-40.3pp | 29.38%+1.7pp |
| Employer contribution / active EE | $2,922 | $3,065-4.7% | $4,735-38.3% | $2,177+34.2% |
| Participant deferral / active EE | $5,559 | $5,691-2.3% | $6,709-17.1% | $3,514+58.2% |
| Admin fee / account holder | $10 | $569-98.2% | $10,261-99.9% | $847-98.8% |