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 |
|---|---|---|
CIRRUS WEALTH MANAGEMENT LLC2 years Service code 27 · EIN 47-2368024 | Advisory (Plan) | $8,351 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,395 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,944 | $91,190-57.3% | $178,490-78.2% | $79,858-51.2% |
| Participation rate | 75.7% | 69.2%+6.5pp | 81.9%-6.2pp | 69.6%+6.1pp |
| Annual return | 10.53% | 24.19%-13.7pp | 151.07%-140.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,009 | $3,236-37.9% | $5,202-61.4% | $3,740-46.3% |
| Admin fee / account holder | $39 | $6,751-99.4% | $13,984-99.7% | $5,306-99.3% |