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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,431 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $11,970 |
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 | $86,251 | $69,305+24.5% | $82,313+4.8% | $69,631+23.9% |
| Participation rate | 87.7% | 80.3%+7.5pp | 76.9%+10.8pp | 70.7%+17.1pp |
| Annual return | 16.22% | 21.47%-5.2pp | 25.88%-9.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,368 | $1,887-27.5% | $2,428-43.7% | $2,032-32.7% |
| Participant deferral / active EE | $2,939 | $3,568-17.6% | $3,706-20.7% | $3,224-8.8% |
| Admin fee / account holder | $168 | $97+72.9% | $5,608-97.0% | $110+52.1% |