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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,008 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $18,983 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 · EIN 63-1239856 | Contract Administrator | $8,934 |
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 | $25,587 | $58,879-56.5% | $178,490-85.7% | $73,488-65.2% |
| Participation rate | 92.5% | 66.2%+26.2pp | 81.9%+10.5pp | 70.7%+21.8pp |
| Annual return | 24.20% | 24.86%-0.7pp | 151.07%-126.9pp | 28.51%-4.3pp |
| Employer contribution / active EE | $634 | $2,236-71.7% | $5,011-87.3% | $2,270-72.1% |
| Participant deferral / active EE | $3,159 | $2,567+23.0% | $5,202-39.3% | $3,740-15.5% |
| Admin fee / account holder | $290 | $400-27.5% | $13,984-97.9% | $513-43.4% |