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 7-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 | $23,591 |
FIRST HORIZON ADVISORS INC4 years Service code 49 · EIN 62-1254528 | Other Services | $1,436 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,554 | $88,083-49.4% | $164,813-73.0% | $74,495-40.2% |
| Participation rate | 89.9% | 73.0%+16.9pp | 78.6%+11.3pp | 67.2%+22.7pp |
| Annual return | 10.73% | 17.26%-6.5pp | 69.93%-59.2pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,297 | $2,593-11.4% | $4,341-47.1% | $2,623-12.4% |
| Participant deferral / active EE | $5,479 | $4,498+21.8% | $6,031-9.2% | $4,346+26.1% |
| Admin fee / account holder | $173 | $2,234-92.2% | $12,690-98.6% | $1,942-91.1% |