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 INC6+ years Service code 49 · EIN 52-1321340 | Other Services | $4,070 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,609 |
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 | $92,747 | $98,750-6.1% | $149,696-38.0% | $79,858+16.1% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.5%+1.8pp | 69.6%+14.7pp |
| Annual return | 14.78% | 27.43%-12.6pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $4,797 | $3,216+49.1% | $4,644+3.3% | $2,471+94.2% |
| Participant deferral / active EE | $10,762 | $5,680+89.5% | $6,842+57.3% | $3,740+187.7% |
| Admin fee / account holder | $13 | $6,053-99.8% | $9,309-99.9% | $5,306-99.8% |