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 LLC4 years Service code 49 · EIN 52-1321340 | Other Services | $5,963 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,798 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,670 | $102,317+33.6% | $146,958-7.0% | $80,856+69.0% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 17.94% | 134.76%-116.8pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $4,927 | $3,713+32.7% | $4,933-0.1% | $2,755+78.9% |
| Participant deferral / active EE | $11,442 | $6,644+72.2% | $8,070+41.8% | $4,296+166.3% |
| Admin fee / account holder | $16 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |