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 9-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 |
|---|---|---|
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $49,148 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,984 |
RETIREMENT, LLC3 years Filed as: RETIREMENT, LLC SERIES TWO Service code 49 · EIN 26-3723532 | Other Services | $4,262 |
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 | $66,924 | $66,601+0.5% | $92,893-28.0% | $67,579-1.0% |
| Participation rate | 97.6% | 72.5%+25.1pp | 76.0%+21.6pp | 71.3%+26.3pp |
| Annual return | 21.24% | 92.58%-71.3pp | 109.41%-88.2pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,539 | $2,775-44.5% | $3,653-57.9% | $2,148-28.3% |
| Participant deferral / active EE | $4,863 | $3,157+54.1% | $4,236+14.8% | $3,539+37.4% |
| Admin fee / account holder | $36 | $199-81.9% | $5,794-99.4% | $142-74.7% |