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 |
|---|---|---|
Service code 15 · EIN 33-0770910 | Recordkeeping | $12,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,604 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $976 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,461 | $49,138+12.9% | $84,015-34.0% | $65,185-14.9% |
| Participation rate | 59.0% | 60.7%-1.7pp | 69.0%-10.0pp | 70.2%-11.2pp |
| Annual return | 24.27% | 23.00%+1.3pp | 71.31%-47.0pp | 29.38%-5.1pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,492 | $2,397-37.8% | $3,239-53.9% | $3,514-57.5% |
| Admin fee / account holder | $172 | $543-68.3% | $6,101-97.2% | $847-79.7% |