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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,446 |
Filed as: F N B WEALTH MANAGEMENT Service code 16 · EIN 20-0433578 | Consulting | $37,054 |
STAMBAUGH NESS PC6 years Service code 10 · EIN 23-2846715 | Accounting | $16,750 |
Annual investment return 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 | $58,829 | $102,197-42.4% | $142,449-58.7% | $74,419-20.9% |
| Participation rate | 98.6% | 79.8%+18.7pp | 76.8%+21.8pp | 70.7%+27.9pp |
| Annual return | 13.14% | 19.73%-6.6pp | 19.99%-6.9pp | 34.38%-21.2pp |
| Employer contribution / active EE | $3,754 | $5,052-25.7% | $4,847-22.6% | $2,637+42.3% |
| Participant deferral / active EE | $4,709 | $6,304-25.3% | $6,283-25.1% | $4,528+4.0% |
| Admin fee / account holder | $225 | $186+21.1% | $10,011-97.8% | $348-35.3% |