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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,647 |
INFINEX INVESTMENTS INC2 years Filed as: INFINEX INVESTMENTS Service code 49 | Other Services | $44,119 |
INFINEX INVESTMENTS INC2 years Service code 49 · EIN 06-1367288 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,507 | $96,403-52.8% | $93,606-51.4% | $77,787-41.5% |
| Participation rate | 90.3% | 87.6%+2.7pp | 75.8%+14.5pp | 73.2%+17.1pp |
| Annual return | 19.33% | 39.36%-20.0pp | 32.76%-13.4pp | 32.57%-13.2pp |
| Employer contribution / active EE | $2,004 | $3,616-44.6% | $2,718-26.3% | $2,504-20.0% |
| Participant deferral / active EE | $3,193 | $5,341-40.2% | $4,069-21.5% | $3,967-19.5% |
| Admin fee / account holder | $62 | $90-31.1% | $7,888-99.2% | $100-38.4% |