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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,274 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,152 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,463 | $55,415-57.7% | $155,509-84.9% | $74,495-68.5% |
| Participation rate | 60.6% | 61.9%-1.3pp | 78.2%-17.6pp | 67.2%-6.6pp |
| Annual return | 14.02% | 268.50%-254.5pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $567 | $2,267-75.0% | $4,672-87.9% | $2,623-78.4% |
| Participant deferral / active EE | $1,321 | $2,836-53.4% | $5,626-76.5% | $4,346-69.6% |
| Admin fee / account holder | $102 | $1,738-94.1% | $15,912-99.4% | $1,942-94.7% |