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 TRUST2 years Service code 15 · EIN 38-3416104 | Recordkeeping | $85,639 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,528 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,695 | $85,135-20.5% | $98,907-31.6% | $73,409-7.8% |
| Participation rate | 87.8% | 81.1%+6.6pp | 76.0%+11.7pp | 72.2%+15.6pp |
| Annual return | 5.11% | 19.14%-14.0pp | 196.43%-191.3pp | 59.29%-54.2pp |
| Employer contribution / active EE | $907 | $2,721-66.7% | $2,689-66.3% | $2,234-59.4% |
| Participant deferral / active EE | $2,892 | $4,349-33.5% | $4,244-31.9% | $3,805-24.0% |
| Admin fee / account holder | $295 | $139+111.7% | $6,642-95.6% | $158+86.8% |