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 |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: BB&T SECURITIES LLC Service code 49 · EIN 20-5817590 | Other Services | $2,113 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $840 |
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 | $72,673 | $50,637+43.5% | $86,590-16.1% | $62,292+16.7% |
| Participation rate | 96.6% | 67.9%+28.7pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 15.86% | 20.80%-4.9pp | 964.84%-949.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $2,138 | $2,075+3.0% | $2,839-24.7% | $2,042+4.7% |
| Participant deferral / active EE | $5,477 | $2,611+109.8% | $3,609+51.8% | $3,169+72.8% |
| Admin fee / account holder | $4 | $413-99.1% | $4,906-99.9% | $479-99.3% |