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 | $50,255 |
Filed as: BENEFIT FIDUACIARY GROUP LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $21,085 |
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 | $42,624 | $61,156-30.3% | $185,823-77.1% | $79,386-46.3% |
| Participation rate | 85.9% | 66.6%+19.3pp | 81.7%+4.2pp | 70.7%+15.2pp |
| Annual return | 23.77% | 19.45%+4.3pp | 122.05%-98.3pp | 116.85%-93.1pp |
| Employer contribution / active EE | $3,150 | $2,321+35.8% | $5,167-39.0% | $2,427+29.8% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $222 | $710-68.7% | $16,237-98.6% | $626-64.5% |