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 COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503921200 | Contract Administrator | $14,986 |
STIFEL NICOLAUS & CO INC3+ years Service code 49 · EIN 43-0538770 501 N BOARDWAY FL 7 · SAINT LOUIS, MO 63102 | Other Services | $9,486 |
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 | $21,054 | $84,233-75.0% | $170,442-87.6% | $70,131-70.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.37% | 23.06%-2.7pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $780 | $3,387-77.0% | $5,433-85.6% | $2,342-66.7% |
| Participant deferral / active EE | $2,816 | $3,086-8.7% | $4,939-43.0% | $3,332-15.5% |
| Admin fee / account holder | $130 | $5,698-97.7% | $13,880-99.1% | $4,645-97.2% |