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 TRUST4 years Service code 15 · EIN 38-3416104 | Recordkeeping | $46,882 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,225 | $81,908-19.1% | $90,749-27.0% | $64,808+2.2% |
| Participation rate | 99.0% | 80.5%+18.5pp | 75.7%+23.3pp | 71.5%+27.5pp |
| Annual return | -13.90% | -12.53%-1.4pp | -12.16%-1.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $3,901 | $3,065+27.3% | $2,921+33.6% | $2,506+55.7% |
| Participant deferral / active EE | $3,665 | $4,840-24.3% | $4,564-19.7% | $4,310-15.0% |
| Admin fee / account holder | $126 | $157-19.8% | $8,445-98.5% | $188-32.9% |