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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,717 |
HELLMUTH, JAMES R.2+ years Service code 49 8401 CONNECTICUT AVE SUITE 501 · CHEVY CHASE, MD 208155834 | Other Services | $4,894 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 | Other Services | $1,923 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $86,967 | $55,453+56.8% | $170,442-49.0% | $62,292+39.6% |
| Participation rate | 89.9% | 66.4%+23.5pp | 83.6%+6.3pp | 69.5%+20.4pp |
| Annual return | 19.40% | 21.38%-2.0pp | 205.93%-186.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,247 | $2,303+214.7% | $4,939+46.7% | $3,169+128.7% |
| Admin fee / account holder | $258 | $455-43.2% | $13,880-98.1% | $479-46.1% |