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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $400,152 |
FOCUS 401K GROUP, LLC10+ years Filed as: FOCUS 401(K) GROUP, LLC Service code 27 · EIN 47-1258840 | Advisory (Plan) | $130,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,875 | $55,331+4.6% | $81,812-29.3% | $199,593-71.0% |
| Participation rate | 91.4% | 62.5%+28.8pp | 72.3%+19.0pp | 72.0%+19.4pp |
| Annual return | 18.86% | 19.59%-0.7pp | 773.79%-754.9pp | 34.25%-15.4pp |
| Employer contribution / active EE | $697 | $2,101-66.8% | $2,912-76.1% | $3,034-77.0% |
| Participant deferral / active EE | $5,309 | $3,283+61.7% | $4,319+22.9% | $5,087+4.4% |
| Admin fee / account holder | $112 | $346-67.7% | $7,386-98.5% | $269-58.5% |