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 |
|---|---|---|
H BECK INC4+ years Service code 49 · EIN 52-1321340 | Other Services | $4,045 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,138 |
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 | $65,752 | $77,813-15.5% | $123,544-46.8% | $64,186+2.4% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.2pp | 69.6%+8.5pp |
| Annual return | -6.98% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,866 | $3,014-4.9% | $4,628-38.1% | $2,381+20.4% |
| Participant deferral / active EE | $6,043 | $5,240+15.3% | $6,426-6.0% | $3,470+74.2% |
| Admin fee / account holder | $9 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |