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 | $21,653 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,907 |
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 | $58,896 | $99,957-41.1% | $149,696-60.7% | $73,488-19.9% |
| Participation rate | 82.0% | 75.7%+6.3pp | 82.5%-0.5pp | 70.7%+11.3pp |
| Annual return | 20.82% | 53.87%-33.0pp | 276.60%-255.8pp | 28.51%-7.7pp |
| Employer contribution / active EE | $3,335 | $3,191+4.5% | $4,644-28.2% | $2,270+46.9% |
| Participant deferral / active EE | $6,780 | $6,073+11.6% | $6,842-0.9% | $3,740+81.3% |
| Admin fee / account holder | $8 | $551-98.5% | $9,309-99.9% | $513-98.4% |