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 |
|---|---|---|
AMERICAN FUNDS11+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $68,705 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,844 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,195 | $50,982+63.2% | $154,803-46.3% | $85,563-2.8% |
| Participation rate | 87.9% | 59.8%+28.1pp | 78.1%+9.8pp | 66.0%+21.9pp |
| Annual return | 13.95% | 30.35%-16.4pp | 58.88%-44.9pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,702 | $1,708-0.4% | $4,305-60.5% | $2,654-35.9% |
| Participant deferral / active EE | $4,567 | $2,474+84.6% | $5,540-17.6% | $4,375+4.4% |
| Admin fee / account holder | $111 | $846-86.8% | $14,329-99.2% | $834-86.7% |