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 INC4 years Service code 49 · EIN 65-0173164 | Other Services | $70,006 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,137 |
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 | $192,498 | $63,745+202.0% | $98,442+95.5% | $79,386+142.5% |
| Participation rate | 93.7% | 69.9%+23.8pp | 73.3%+20.4pp | 70.7%+23.0pp |
| Annual return | 11.67% | 625.80%-614.1pp | 1492.73%-1481.1pp | 116.85%-105.2pp |
| Employer contribution / active EE | $9,960 | $2,557+289.5% | $2,960+236.5% | $2,427+310.3% |
| Participant deferral / active EE | $8,339 | $3,303+152.4% | $4,276+95.0% | $4,046+106.1% |
| Admin fee / account holder | $16 | $516-97.0% | $5,949-99.7% | $626-97.5% |