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 LLC3 years Service code 49 · EIN 52-1321340 | Other Services | $5,106 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,595 | $93,571+19.3% | $135,903-17.9% | $75,163+48.5% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.9%+3.1pp | 67.2%+17.8pp |
| Annual return | 19.66% | 30.90%-11.2pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $4,197 | $3,537+18.7% | $4,856-13.6% | $2,670+57.2% |
| Participant deferral / active EE | $9,884 | $6,404+54.3% | $7,758+27.4% | $4,125+139.6% |
| Admin fee / account holder | $15 | $6,975-99.8% | $10,762-99.9% | $5,651-99.7% |