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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,287 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $10,845 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 27 · EIN 35-1151034 | Advisory (Plan) | $8,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,805 | $89,808-11.1% | $100,391-20.5% | $77,643+2.8% |
| Participation rate | 92.0% | 81.2%+10.8pp | 81.5%+10.5pp | 70.6%+21.4pp |
| Annual return | 17.52% | 20.62%-3.1pp | 49.20%-31.7pp | 31.24%-13.7pp |
| Employer contribution / active EE | $3,842 | $3,039+26.4% | $3,942-2.5% | $2,726+41.0% |
| Participant deferral / active EE | $8,061 | $8,284-2.7% | $8,082-0.3% | $4,647+73.5% |
| Admin fee / account holder | $160 | $174-8.2% | $7,899-98.0% | $430-62.8% |