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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,282 |
AON CONSULTING1 year Filed as: AON RETIREMENT PLAN ADV Service code 27 · EIN 04-3820844 | Advisory (Plan) | $21,587 |
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 | $48,669 | $47,977+1.4% | $154,107-68.4% | $56,287-13.5% |
| Participation rate | 94.4% | 66.2%+28.2pp | 83.0%+11.3pp | 69.9%+24.5pp |
| Annual return | -4.98% | 3.54%-8.5pp | 735.12%-740.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,918 | $2,169-11.6% | $5,298-63.8% | $2,111-9.2% |
| Participant deferral / active EE | $3,283 | $2,392+37.2% | $5,081-35.4% | $3,350-2.0% |
| Admin fee / account holder | $227 | $438-48.2% | $13,411-98.3% | $521-56.5% |