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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,098 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,467 |
Filed as: BERMAN HOPKINS CPAS & ASSOCIATES, L Service code 10 · EIN 59-1152714 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,912 | $57,651+78.5% | $112,229-8.3% | $71,457+44.0% |
| Participation rate | 85.0% | 58.9%+26.1pp | 72.4%+12.6pp | 67.9%+17.1pp |
| Annual return | 14.73% | 18.32%-3.6pp | 30.20%-15.5pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,611 | $1,913-15.8% | $3,430-53.0% | $2,588-37.7% |
| Participant deferral / active EE | $3,007 | $2,863+5.0% | $4,798-37.3% | $4,289-29.9% |
| Admin fee / account holder | $241 | $1,581-84.8% | $7,748-96.9% | $1,587-84.8% |