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 49 · EIN 74-2794194 | Other Services | $18,073 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,878 |
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 | $187,938 | $98,982+89.9% | $162,163+15.9% | $65,185+188.3% |
| Participation rate | 73.4% | 85.8%-12.4pp | 87.6%-14.1pp | 70.2%+3.2pp |
| Annual return | 23.01% | 24.84%-1.8pp | 115.59%-92.6pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,807 | $3,467-19.0% | $5,614-50.0% | $2,177+28.9% |
| Participant deferral / active EE | $9,863 | $5,384+83.2% | $7,298+35.1% | $3,514+180.7% |
| Admin fee / account holder | $25 | $596-95.9% | $10,843-99.8% | $847-97.1% |