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 LLC3 years Service code 27 · EIN 47-2368024 | Advisory (Plan) | $8,644 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,125 |
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 | $36,108 | $95,416-62.2% | $185,823-80.6% | $85,850-57.9% |
| Participation rate | 70.6% | 68.8%+1.8pp | 81.7%-11.1pp | 69.3%+1.3pp |
| Annual return | 11.19% | 23.59%-12.4pp | 122.05%-110.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,598 | $3,423-53.3% | $5,568-71.3% | $3,952-59.6% |
| Admin fee / account holder | $34 | $7,213-99.5% | $16,237-99.8% | $6,260-99.5% |