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 |
|---|---|---|
HOLLAND ASSOCIATES INC1 year Service code 27 · EIN 58-1991700 | Advisory (Plan) | $7,403 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,223 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,167 | $85,766-69.5% | $136,294-80.8% | $70,131-62.7% |
| Participation rate | 95.3% | 74.2%+21.2pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 50.83% | 31.45%+19.4pp | 5155.94%-5105.1pp | 73.14%-22.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,591 | $5,051-48.7% | $6,247-58.5% | $3,332-22.2% |
| Admin fee / account holder | $117 | $5,420-97.8% | $9,243-98.7% | $4,645-97.5% |