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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,617 |
Filed as: ROEHL & YI INVESTMENTS ADVISORS Service code 27 · EIN 93-1249395 | Advisory (Plan) | $34,672 |
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $9,897 |
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 | $83,330 | $65,118+28.0% | $76,768+8.5% | $55,725+49.5% |
| Participation rate | 89.1% | 79.6%+9.5pp | 77.0%+12.1pp | 70.9%+18.2pp |
| Annual return | 0.70% | -1.27%+2.0pp | 2.43%-1.7pp | 244.93%-244.2pp |
| Employer contribution / active EE | $1,432 | $1,941-26.2% | $2,485-42.4% | $2,078-31.1% |
| Participant deferral / active EE | $3,010 | $3,688-18.4% | $3,852-21.8% | $3,356-10.3% |
| Admin fee / account holder | $291 | $116+151.5% | $6,675-95.6% | $115+153.0% |