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 |
|---|---|---|
PAR PLUMBING CO INC9 years Service code 13 · EIN 11-1165760 | Contract Administrator | $15,867 |
FIDUCIARY PLAN PARTNERS, LLC4 years Filed as: FIDUCIARY PLAN PARTNERS LLC Service code 27 · EIN 81-2872393 | Advisory (Plan) | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,713 | $89,753+98.0% | $107,525+65.3% | $84,808+109.5% |
| Participation rate | 87.0% | 68.1%+18.9pp | 75.1%+11.9pp | 68.3%+18.6pp |
| Annual return | 13.75% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,746 | $3,113-43.9% | $3,754-53.5% | $2,631-33.6% |
| Participant deferral / active EE | $9,358 | $4,056+130.7% | $5,116+82.9% | $4,212+122.2% |
| Admin fee / account holder | $42 | $7,222-99.4% | $8,919-99.5% | $7,344-99.4% |