See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN CAPITAL MANAGEMENT7+ years Service code 27 · EIN 47-0730826 | Advisory (Plan) | $31,690 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,452 | $65,061-30.1% | $143,757-68.4% | $66,914-32.1% |
| Participation rate | 58.4% | 65.2%-6.7pp | 80.3%-21.9pp | 69.8%-11.4pp |
| Annual return | -14.10% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,557 | $2,361-34.0% | $4,951-68.5% | $2,544-38.8% |
| Participant deferral / active EE | $2,714 | $2,919-7.0% | $5,637-51.8% | $4,237-35.9% |
| Admin fee / account holder | $292 | $502-41.8% | $14,673-98.0% | $593-50.7% |