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 COMPANY4+ years Service code 13 · EIN 42-0127290 711 HIGH ST. · DES MOINES, IA 50392 | Contract Administrator | $14,332 |
STIFEL NICOLAUS & CO INC4+ years Service code 49 | Other Services | $11,737 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO, INC. Service code 49 · EIN 43-0538770 501 N. BROADWAY FL. 7 · SAINT LOUIS, MO 63102 | Other Services | $0 |
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 | $15,436 | $76,000-79.7% | $154,107-90.0% | $64,186-76.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.49% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $750 | $3,351-77.6% | $5,298-85.8% | $2,381-68.5% |
| Participant deferral / active EE | $2,804 | $3,175-11.7% | $5,081-44.8% | $3,470-19.2% |
| Admin fee / account holder | $110 | $5,596-98.0% | $13,411-99.2% | $4,888-97.8% |