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 LLC4 years Service code 27 · EIN 47-2368024 | Advisory (Plan) | $7,498 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,702 | $73,867-57.1% | $143,757-77.9% | $68,494-53.7% |
| Participation rate | 68.1% | 66.7%+1.5pp | 80.3%-12.2pp | 67.9%+0.2pp |
| Annual return | -14.65% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,064 | $3,384-39.0% | $5,637-63.4% | $4,027-48.7% |
| Admin fee / account holder | $32 | $5,755-99.4% | $14,673-99.8% | $5,403-99.4% |