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 6-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $191,928 |
LSG INSURANCE PARTNERS, INC.1+ years Service code 49 · EIN 38-1793770 | Other Services | $56,480 |
ASHTON YOUNG INC1+ years Filed as: ASHTON YOUNG, INC. Service code 49 · EIN 38-1617113 | Other Services | $24,206 |
Service code 13 · EIN 38-3220894 | Contract Administrator | $20,218 |
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 | $40,032 | $105,247-62.0% | $87,100-54.0% | $77,787-48.5% |
| Participation rate | 91.5% | 85.8%+5.7pp | 76.9%+14.7pp | 73.2%+18.3pp |
| Annual return | 36.45% | 24.52%+11.9pp | 28.19%+8.3pp | 32.57%+3.9pp |
| Employer contribution / active EE | $1,878 | $2,895-35.1% | $2,521-25.5% | $2,504-25.0% |
| Participant deferral / active EE | $2,984 | $5,060-41.0% | $4,049-26.3% | $3,967-24.8% |
| Admin fee / account holder | $131 | $104+25.7% | $7,497-98.2% | $100+31.2% |