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 INC5+ years Service code 49 · EIN 52-1321340 | Other Services | $4,209 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,444 |
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 | $77,365 | $89,355-13.4% | $141,162-45.2% | $72,985+6.0% |
| Participation rate | 80.3% | 75.1%+5.2pp | 82.5%-2.2pp | 69.5%+10.8pp |
| Annual return | 22.22% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,896 | $3,114+25.1% | $4,735-17.7% | $2,440+59.7% |
| Participant deferral / active EE | $8,766 | $5,418+61.8% | $6,709+30.7% | $3,607+143.0% |
| Admin fee / account holder | $19 | $5,958-99.7% | $10,261-99.8% | $5,124-99.6% |