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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,979 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $7,836 |
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 | $28,788 | $54,573-47.2% | $90,951-68.3% | $73,488-60.8% |
| Participation rate | 98.9% | 61.2%+37.7pp | 69.0%+29.9pp | 70.7%+28.2pp |
| Annual return | 12.76% | 16.69%-3.9pp | 134.60%-121.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $579 | $991-41.6% | $2,122-72.7% | $2,270-74.5% |
| Participant deferral / active EE | $3,413 | $2,517+35.6% | $3,373+1.2% | $3,740-8.7% |
| Admin fee / account holder | $176 | $521-66.2% | $5,959-97.0% | $513-65.6% |