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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,732 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 49 · EIN 93-0987232 | Other Services | $7,761 |
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 | $49,812 | $44,229+12.6% | $155,790-68.0% | $55,191-9.7% |
| Participation rate | 89.0% | 60.8%+28.2pp | 76.1%+12.9pp | 69.2%+19.8pp |
| Annual return | -0.71% | 0.37%-1.1pp | 71.54%-72.2pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,585 | $1,317+20.3% | $3,836-58.7% | $1,899-16.5% |
| Participant deferral / active EE | $3,719 | $2,851+30.4% | $4,797-22.5% | $3,046+22.1% |
| Admin fee / account holder | $262 | $86+203.4% | $7,478-96.5% | $91+188.1% |