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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,228 |
FIRST WESTERN FINANCIAL1 year Service code 10 · EIN 39-0758449 | Accounting | $17,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,881 | $129,021-34.2% | $184,203-53.9% | $77,643+9.3% |
| Participation rate | 98.4% | 87.3%+11.1pp | 86.8%+11.6pp | 70.6%+27.8pp |
| Annual return | 15.55% | 33.27%-17.7pp | 28.81%-13.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,753 | $4,413-37.6% | $6,427-57.2% | $2,726+1.0% |
| Participant deferral / active EE | $10,053 | $7,297+37.8% | $9,131+10.1% | $4,647+116.3% |
| Admin fee / account holder | $185 | $254-27.2% | $13,901-98.7% | $430-57.1% |