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 |
|---|---|---|
JJB HILLIARD W L LYONS LLC5+ years Service code 49 · EIN 26-2333067 | Other Services | $45,898 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,095 |
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 | $28,849 | $47,456-39.2% | $172,739-83.3% | $77,787-62.9% |
| Participation rate | 96.4% | 66.3%+30.1pp | 82.6%+13.7pp | 73.2%+23.2pp |
| Annual return | 21.83% | 35.57%-13.7pp | 802.84%-781.0pp | 32.57%-10.7pp |
| Employer contribution / active EE | $1,480 | $1,574-6.0% | $5,143-71.2% | $2,504-40.9% |
| Participant deferral / active EE | $2,694 | $2,560+5.3% | $5,198-48.2% | $3,967-32.1% |
| Admin fee / account holder | $14 | $81-83.3% | $13,954-99.9% | $100-86.5% |