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 |
|---|---|---|
COMMERCE BANK8 years Service code 19 · EIN 48-0962626 | Securities Custodian | $702,101 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,835 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $471,063 | $128,056+267.9% | $146,958+220.5% | $106,382+342.8% |
| Participation rate | 96.3% | 67.2%+29.0pp | 82.2%+14.1pp | 69.9%+26.4pp |
| Annual return | 18.02% | 17.89%+0.1pp | 418.34%-400.3pp | 17.37%+0.6pp |
| Employer contribution / active EE | $21,387 | $3,384+532.1% | $4,933+333.6% | $3,364+535.9% |
| Participant deferral / active EE | $0 | $7,674-100.0% | $8,070-100.0% | $5,569-100.0% |
| Admin fee / account holder | $68 | $89-23.3% | $12,998-99.5% | $79-14.2% |