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 |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES ST STE 100 · OMAHA, NE 68130 | Contract Administrator | $12,945 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,675 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 | Other Commissions | $7,114 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $68,102 | $66,528+2.4% | $86,874-21.6% | $86,799-21.5% |
| Participation rate | 24.9% | 72.4%-47.5pp | 71.6%-46.7pp | 72.3%-47.4pp |
| Annual return | 12.40% | 19.56%-7.2pp | 63.52%-51.1pp | 97.91%-85.5pp |
| Employer contribution / active EE | $469 | $2,007-76.7% | $2,495-81.2% | $2,405-80.5% |
| Participant deferral / active EE | $1,137 | $3,240-64.9% | $3,699-69.3% | $4,131-72.5% |
| Admin fee / account holder | $286 | $148+92.8% | $5,828-95.1% | $170+68.4% |