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 Service code 28 · EIN 42-0127290 | Investment Management | $19,403 |
NEW DIRECTION PARTNERS10+ years Service code 34 · EIN 23-2688799 | Consulting fees; Valuation (appraisal... | $10,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,879 | $94,625-66.3% | $116,228-72.6% | $84,808-62.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | -19.24% | 20.40%-39.6pp | 90.06%-109.3pp | 40.90%-60.1pp |
| Employer contribution / active EE | $7,542 | $2,347+221.4% | $2,994+151.9% | $2,631+186.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $211 | $10,091-97.9% | $11,989-98.2% | $7,344-97.1% |