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 |
|---|---|---|
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP INC Service code 13 · EIN 72-1487108 | Contract Administrator | $4,150 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,306 |
LPL FINANCIAL3 years Service code 49 · EIN 95-2834236 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,304 | $31,741+36.4% | $56,441-23.3% | $199,768-78.3% |
| Participation rate | 14.5% | 32.3%-17.8pp | 52.5%-38.0pp | 72.0%-57.5pp |
| Annual return | 14.04% | 14.72%-0.7pp | 1704.21%-1690.2pp | 34.26%-20.2pp |
| Employer contribution / active EE | $351 | $508-30.8% | $1,039-66.2% | $3,037-88.4% |
| Participant deferral / active EE | $604 | $1,184-49.0% | $1,953-69.1% | $5,090-88.1% |
| Admin fee / account holder | $43 | $426-89.9% | $2,829-98.5% | $269-84.0% |