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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $47,943 |
TSC 401K1 year Service code 13 · EIN 41-0955056 7365 KIRKWOOD CRT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,525 | $81,248+109.9% | $155,509+9.7% | $80,856+110.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.23% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,620 | $3,100+49.0% | $4,672-1.1% | $2,755+67.7% |
| Participant deferral / active EE | $5,813 | $3,452+68.4% | $5,626+3.3% | $4,296+35.3% |
| Admin fee / account holder | $57 | $7,997-99.3% | $15,912-99.6% | $6,918-99.2% |