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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,815 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $14,607 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 · EIN 63-1239856 | Contract Administrator | $6,911 |
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 | $20,958 | $52,953-60.4% | $172,739-87.9% | $65,185-67.8% |
| Participation rate | 91.9% | 66.2%+25.7pp | 82.6%+9.3pp | 70.2%+21.7pp |
| Annual return | 24.54% | 30.12%-5.6pp | 802.84%-778.3pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,163 | $2,190-46.9% | $5,143-77.4% | $2,177-46.6% |
| Participant deferral / active EE | $2,716 | $2,471+9.9% | $5,198-47.7% | $3,514-22.7% |
| Admin fee / account holder | $275 | $472-41.8% | $13,954-98.0% | $847-67.6% |