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 | $107,484 |
GENOVESE BURFORD & BROTHERS4 years Service code 27 · EIN 68-0207610 | Advisory (Plan) | $48,689 |
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 | $62,480 | $48,471+28.9% | $182,532-65.8% | $67,579-7.5% |
| Participation rate | 95.9% | 67.2%+28.7pp | 78.0%+17.9pp | 71.3%+24.6pp |
| Annual return | 25.21% | 31.08%-5.9pp | 148.54%-123.3pp | 378.56%-353.3pp |
| Employer contribution / active EE | $1,947 | $1,461+33.3% | $4,076-52.2% | $2,148-9.4% |
| Participant deferral / active EE | $4,613 | $3,324+38.8% | $5,524-16.5% | $3,539+30.3% |
| Admin fee / account holder | $289 | $151+91.1% | $8,592-96.6% | $142+103.1% |