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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,445 |
JJB HILLIARD W L LYONS LLC2+ years Service code 49 · EIN 26-2333067 | Other Services | $9,905 |
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 | $44,201 | $46,732-5.4% | $156,549-71.8% | $55,167-19.9% |
| Participation rate | 82.6% | 65.8%+16.8pp | 84.0%-1.4pp | 69.0%+13.6pp |
| Annual return | 5.07% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $748 | $2,105-64.5% | $5,501-86.4% | $1,963-61.9% |
| Participant deferral / active EE | $1,900 | $2,204-13.8% | $4,871-61.0% | $3,054-37.8% |
| Admin fee / account holder | $198 | $418-52.8% | $13,027-98.5% | $504-60.8% |