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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $259,283 |
Filed as: MORGAN STANLEY INS SERVICES, INC. Service code 49 · EIN 35-0116113 | Other Services | $61,460 |
ASHTON YOUNG INC2+ years Filed as: ASHTON YOUNG, INC. Service code 49 · EIN 38-1617113 | Other Services | $41,471 |
Service code 13 · EIN 38-3220894 | Contract Administrator | $22,643 |
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 | $51,141 | $176,491-71.0% | $95,952-46.7% | $90,288-43.4% |
| Participation rate | 93.3% | 86.6%+6.7pp | 77.1%+16.2pp | 73.4%+19.9pp |
| Annual return | 48.15% | 20.14%+28.0pp | 91.61%-43.5pp | 53.97%-5.8pp |
| Employer contribution / active EE | $1,530 | $2,789-45.1% | $2,541-39.8% | $2,524-39.4% |
| Participant deferral / active EE | $3,955 | $5,340-25.9% | $4,167-5.1% | $4,232-6.6% |
| Admin fee / account holder | $152 | $154-1.1% | $6,795-97.8% | $114+33.6% |