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 |
|---|---|---|
TRIAD ADVISORS INC3 years Service code 49 · EIN 65-0173164 | Other Services | $54,483 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,550 | $66,124+157.9% | $90,404+88.7% | $73,488+132.1% |
| Participation rate | 97.4% | 69.7%+27.8pp | 72.7%+24.8pp | 70.7%+26.8pp |
| Annual return | 12.71% | 17.65%-4.9pp | 1293.02%-1280.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $15,294 | $2,346+551.8% | $3,262+368.9% | $2,270+573.7% |
| Participant deferral / active EE | $7,506 | $3,039+147.0% | $3,963+89.4% | $3,740+100.7% |
| Admin fee / account holder | $18 | $396-95.4% | $5,611-99.7% | $513-96.4% |