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 | $156,659 |
AVENUE ONE ADVISORS1 year Service code 27 · EIN 83-1838623 | Advisory (Plan) | $34,538 |
VENABLE LLP1 year Filed as: VENABLE, LLP Service code 16 · EIN 52-0517250 | Consulting | $7,705 |
FAWCASSON CPA3 years Service code 10 · EIN 52-0619968 | Accounting | $6,900 |
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 | $46,579 | $73,125-36.3% | $125,175-62.8% | $77,787-40.1% |
| Participation rate | 99.1% | 79.4%+19.7pp | 79.8%+19.3pp | 73.2%+25.9pp |
| Annual return | 35.52% | 24.71%+10.8pp | 43.79%-8.3pp | 32.57%+2.9pp |
| Employer contribution / active EE | $2,602 | $2,413+7.8% | $3,865-32.7% | $2,504+3.9% |
| Participant deferral / active EE | $3,405 | $3,966-14.1% | $4,937-31.0% | $3,967-14.2% |
| Admin fee / account holder | $86 | $89-4.0% | $9,702-99.1% | $100-14.3% |