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 |
|---|---|---|
HELLMUTH, JAMES R.2+ years Service code 49 8401 CONNECTICUT AVE · CHEVY CHASE, MD 208155834 | Other Services | $2,346 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,853 | $76,552-51.9% | $123,892-70.3% | $62,891-41.4% |
| Participation rate | 68.4% | 73.0%-4.6pp | 81.4%-13.0pp | 69.3%-0.9pp |
| Annual return | 6.63% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,612 | $2,883-9.4% | $4,617-43.4% | $2,281+14.5% |
| Participant deferral / active EE | $5,546 | $4,840+14.6% | $5,984-7.3% | $3,203+73.1% |
| Admin fee / account holder | $18 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |