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 | $19,220 |
ROVEDATTI, RICARDO R.2+ years Service code 49 1335 MAGNOLIA AVE · MODESTO, CA 953505249 | Other Services | $5,880 |
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 | $51,128 | $64,909-21.2% | $82,313-37.9% | $62,292-17.9% |
| Participation rate | 97.7% | 74.9%+22.8pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 6.55% | 21.18%-14.6pp | 25.88%-19.3pp | 28.90%-22.3pp |
| Employer contribution / active EE | $855 | $1,676-49.0% | $2,428-64.8% | $2,042-58.1% |
| Participant deferral / active EE | $2,464 | $3,103-20.6% | $3,706-33.5% | $3,169-22.2% |
| Admin fee / account holder | $87 | $440-80.1% | $5,608-98.4% | $479-81.8% |