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 3-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 |
|---|---|---|
GREEN RIDGE WEALTH PLANNING LLC2+ years Service code 27 · EIN 81-1222904 | Advisory (Plan) | $10,034 |
ALTIGRO PENSION SERVICES INC2+ years Filed as: ALTIGRO RETIREMENT SERVICES, LLC Service code 13 · EIN 86-1297868 | Contract Administrator | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,457 | $99,078-87.4% | $96,544-87.1% | $74,419-83.3% |
| Participation rate | 99.8% | 80.7%+19.1pp | 76.0%+23.8pp | 70.7%+29.0pp |
| Annual return | 28.35% | 22.48%+5.9pp | 25.84%+2.5pp | 34.38%-6.0pp |
| Employer contribution / active EE | $2,380 | $2,570-7.4% | $2,965-19.7% | $2,637-9.8% |
| Participant deferral / active EE | $4,711 | $4,933-4.5% | $4,851-2.9% | $4,528+4.0% |
| Admin fee / account holder | $182 | $225-18.8% | $8,252-97.8% | $348-47.6% |