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 |
|---|---|---|
TRUSTCORE FINANCIAL1 year Service code 27 · EIN 62-1250058 | Advisory (Plan) | $8,035 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,125 | $45,324-2.6% | $122,332-63.9% | $69,631-36.6% |
| Participation rate | 33.2% | 59.9%-26.7pp | 71.6%-38.4pp | 70.7%-37.4pp |
| Annual return | 14.61% | 25.35%-10.7pp | 30.27%-15.7pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $334 | $1,230-72.8% | $4,050-91.8% | $2,032-83.6% |
| Participant deferral / active EE | $841 | $2,367-64.5% | $3,287-74.4% | $3,224-73.9% |
| Admin fee / account holder | $8 | $87-90.3% | $5,478-99.8% | $110-92.4% |