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 |
|---|---|---|
GREENLEAF TRUST1 year Service code 15 · EIN 38-3416104 | Recordkeeping | $60,082 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,908 | $66,310+6.9% | $93,606-24.2% | $65,185+8.8% |
| Participation rate | 99.6% | 74.0%+25.6pp | 75.8%+23.8pp | 70.2%+29.4pp |
| Annual return | 4.72% | 42.58%-37.9pp | 32.76%-28.0pp | 29.38%-24.7pp |
| Employer contribution / active EE | $3,694 | $2,012+83.6% | $2,718+35.9% | $2,177+69.7% |
| Participant deferral / active EE | $3,542 | $3,342+6.0% | $4,069-13.0% | $3,514+0.8% |
| Admin fee / account holder | $207 | $6,897-97.0% | $7,888-97.4% | $847-75.5% |