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 |
|---|---|---|
RONALD BLUE & COMPANY1+ years Filed as: RON BLUE & COMPANY Service code 27 · EIN 58-1411966 | Advisory (Plan) | $16,584 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,685 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,408 | $68,413-70.2% | $123,104-83.4% | $55,191-63.0% |
| Participation rate | 71.6% | 84.5%-13.0pp | 86.8%-15.2pp | 69.2%+2.4pp |
| Annual return | -1.57% | 6.30%-7.9pp | 13.22%-14.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,133 | $3,050-62.8% | $5,151-78.0% | $1,899-40.3% |
| Participant deferral / active EE | $4,354 | $4,490-3.0% | $6,230-30.1% | $3,046+42.9% |
| Admin fee / account holder | $85 | $88-3.8% | $9,015-99.1% | $91-6.9% |