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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $159,467 |
FAWCASSON CPA4 years Service code 10 · EIN 52-0619968 | Accounting | $12,500 |
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 | $50,168 | $82,783-39.4% | $133,956-62.5% | $90,288-44.4% |
| Participation rate | 99.0% | 81.3%+17.7pp | 79.8%+19.2pp | 73.4%+25.6pp |
| Annual return | 17.87% | 21.89%-4.0pp | 45.09%-27.2pp | 53.97%-36.1pp |
| Employer contribution / active EE | $2,809 | $2,388+17.6% | $3,919-28.3% | $2,524+11.3% |
| Participant deferral / active EE | $3,944 | $4,291-8.1% | $5,048-21.9% | $4,232-6.8% |
| Admin fee / account holder | $81 | $93-12.5% | $8,927-99.1% | $114-28.8% |