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: WEALTH TEAMS ALLIANCE Service code 27 · EIN 46-1648878 | Advisory (Plan) | $108,021 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,958 |
YSR CPA GROUP, P.C.6 years Service code 10 · EIN 82-1853384 | Accounting | $9,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $110,094 | $106,028+3.8% | $146,958-25.1% | $77,643+41.8% |
| Participation rate | 98.2% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 13.42% | 56.73%-43.3pp | 418.34%-404.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,596 | $4,063-36.1% | $4,933-47.4% | $2,726-4.8% |
| Participant deferral / active EE | $8,244 | $7,990+3.2% | $8,070+2.2% | $4,647+77.4% |
| Admin fee / account holder | $187 | $337-44.6% | $12,998-98.6% | $430-56.6% |