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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,057 |
VISIONPOINT ADVISORY GROUP3 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $51,559 |
RETIREMENT, LLC4 years Filed as: RETIREMENT, LLC SERIES TWO Service code 49 · EIN 26-3723532 | Other Services | $5,111 |
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 | $84,789 | $91,517-7.4% | $101,248-16.3% | $73,409+15.5% |
| Participation rate | 96.1% | 73.8%+22.4pp | 75.8%+20.3pp | 72.2%+24.0pp |
| Annual return | 16.74% | 17.17%-0.4pp | 46.47%-29.7pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,500 | $2,877-47.9% | $3,660-59.0% | $2,234-32.9% |
| Participant deferral / active EE | $5,156 | $3,338+54.5% | $4,370+18.0% | $3,805+35.5% |
| Admin fee / account holder | $149 | $216-30.9% | $5,945-97.5% | $158-5.6% |