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 |
|---|---|---|
GROVE POINT INVESTMENTS LLC2 years Service code 49 · EIN 52-1321340 | Other Services | $5,093 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,868 | $82,664+7.5% | $125,339-29.1% | $68,494+29.7% |
| Participation rate | 82.5% | 75.0%+7.4pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,787 | $3,381+12.0% | $4,814-21.3% | $2,596+45.9% |
| Participant deferral / active EE | $8,462 | $6,110+38.5% | $7,446+13.6% | $4,027+110.1% |
| Admin fee / account holder | $12 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |