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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,708 |
NEW DIRECTION PARTNERS8+ years Service code 34 · EIN 23-2688799 | Direct payment from the plan; Valuati... | $9,820 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,219 | $71,516-49.4% | $98,439-63.2% | $71,457-49.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 16.64% | 32.41%-15.8pp | 21.16%-4.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,783 | $2,399-25.7% | $3,048-41.5% | $2,588-31.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $214 | $1,675-87.2% | $8,948-97.6% | $1,587-86.5% |