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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $176,561 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
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 | $76,673 | $88,515-13.4% | $162,163-52.7% | $67,579+13.5% |
| Participation rate | 99.2% | 86.8%+12.4pp | 87.6%+11.7pp | 71.3%+27.9pp |
| Annual return | 24.90% | 27.04%-2.1pp | 115.59%-90.7pp | 378.56%-353.7pp |
| Employer contribution / active EE | $5,897 | $3,563+65.5% | $5,614+5.0% | $2,148+174.6% |
| Participant deferral / active EE | $5,652 | $5,724-1.3% | $7,298-22.6% | $3,539+59.7% |
| Admin fee / account holder | $164 | $124+32.4% | $10,843-98.5% | $142+15.1% |