Filed February 28, 2018
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 |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 49 · EIN 71-0927304 | Other Services | $20,031 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,266 |
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 | $29,389 | $41,854-29.8% | $73,843-60.2% | $52,331-43.8% |
| Participation rate | 73.1% | 66.2%+6.9pp | 73.4%-0.3pp | 68.1%+5.0pp |
| Annual return | -0.54% | 2.11%-2.6pp | 2267.84%-2268.4pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,456 | $1,920-24.2% | $2,787-47.8% | $1,882-22.6% |
| Participant deferral / active EE | $2,614 | $2,498+4.6% | $3,583-27.1% | $3,022-13.5% |
| Admin fee / account holder | $43 | $493-91.3% | $4,880-99.1% | $592-92.7% |