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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,146 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $13,503 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,444 | $85,135-9.0% | $98,907-21.7% | $73,409+5.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 8.92% | 19.14%-10.2pp | 196.43%-187.5pp | 59.29%-50.4pp |
| Employer contribution / active EE | $3,025 | $2,721+11.2% | $2,689+12.5% | $2,234+35.4% |
| Participant deferral / active EE | $2,927 | $4,349-32.7% | $4,244-31.0% | $3,805-23.1% |
| Admin fee / account holder | $131 | $139-6.0% | $6,642-98.0% | $158-17.1% |