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 |
|---|---|---|
CUTTER & COMPANY, INC1 year Service code 27 · EIN 43-1477566 | Advisory (Plan) | $5,335 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,376 |
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 | $90,651 | $86,286+5.1% | $111,297-18.6% | $85,850+5.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.19% | 19.99%-9.8pp | 54.65%-44.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,194 | $2,043+7.4% | $2,731-19.7% | $2,565-14.5% |
| Participant deferral / active EE | $2,681 | $3,641-26.4% | $4,487-40.3% | $3,952-32.2% |
| Admin fee / account holder | $40 | $8,188-99.5% | $7,964-99.5% | $6,260-99.4% |