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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $17,460 |
NEW DIRECTION PARTNERS6+ years Service code 34 · EIN 23-2688799 | Direct payment from the plan; Valuati... | $8,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,115 | $79,428-62.1% | $106,548-71.7% | $79,386-62.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | -5.97% | 18.27%-24.2pp | 26.80%-32.8pp | 116.85%-122.8pp |
| Employer contribution / active EE | $1,625 | $2,234-27.3% | $2,819-42.4% | $2,427-33.1% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $223 | $523-57.4% | $7,407-97.0% | $626-64.5% |