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 10-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 | $60,201 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $16,139 |
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 | $70,593 | $65,223+8.2% | $80,019-11.8% | $55,725+26.7% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -5.12% | 7.59%-12.7pp | 11.22%-16.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,123 | $2,544+22.8% | $2,468+26.6% | $2,078+50.3% |
| Participant deferral / active EE | $2,416 | $3,881-37.7% | $3,686-34.4% | $3,356-28.0% |
| Admin fee / account holder | $150 | $114+31.1% | $6,521-97.7% | $115+30.0% |