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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $388,086 |
FRANK PENSION CONSULTANTS, LTD.4+ years Service code 13 · EIN 45-3569850 | Contract Administrator | $70,258 |
MERCER3 years Service code 16 · EIN 13-2834414 | Consulting | $60,000 |
CASSELL PLAN AUDITS2 years Filed as: CASSELL PLAN AUDITS, INC Service code 49 | Other Services | $11,500 |
LAWRENCE J. EISENBERG, P.C.2 years Filed as: LAWRENCE J., EISENBERG P.C. Service code 29 | Legal | $7,020 |
LAWRENCE J. EISENBERG, P.C.2 years Filed as: LAWRENCE J. EINSENBERG P.C. Service code 29 · EIN 46-1626846 | Legal | $6,825 |
CASSELL PLAN AUDITS3 years Filed as: CASSELL PLAN AUDITS, INC. Service code 49 · EIN 46-2966358 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,162 | $50,127-7.9% | $149,673-69.2% | $80,160-42.4% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 22.37% | 29.82%-7.4pp | 134.42%-112.0pp | 40.38%-18.0pp |
| Employer contribution / active EE | $2,037 | $1,865+9.3% | $4,818-57.7% | $2,978-31.6% |
| Participant deferral / active EE | $5,902 | $3,194+84.8% | $5,680+3.9% | $5,017+17.6% |
| Admin fee / account holder | $139 | $153-9.0% | $13,210-98.9% | $145-4.2% |