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 |
|---|---|---|
Service code 27 · EIN 46-3329350 | Advisory (Plan) | $44,214 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,633 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $12,500 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,036 | $100,801-50.4% | $149,696-66.6% | $73,409-31.8% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 15.58% | 265.34%-249.8pp | 276.60%-261.0pp | 59.29%-43.7pp |
| Employer contribution / active EE | $2,884 | $3,312-12.9% | $4,644-37.9% | $2,234+29.1% |
| Participant deferral / active EE | $3,675 | $6,404-42.6% | $6,842-46.3% | $3,805-3.4% |
| Admin fee / account holder | $16 | $181-91.0% | $9,309-99.8% | $158-89.7% |