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 |
|---|---|---|
FROST, PLLC1 year Service code 27 · EIN 71-0817652 | Advisory (Plan) | $11,566 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,384 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,303 | $84,487-15.6% | $125,339-43.1% | $66,914+6.6% |
| Participation rate | 89.7% | 76.4%+13.3pp | 82.4%+7.4pp | 69.8%+19.9pp |
| Annual return | -16.27% | -8.39%-7.9pp | 572.05%-588.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,400 | $3,553-60.6% | $4,814-70.9% | $2,544-45.0% |
| Participant deferral / active EE | $4,748 | $6,781-30.0% | $7,446-36.2% | $4,237+12.1% |
| Admin fee / account holder | $149 | $685-78.3% | $10,010-98.5% | $593-75.0% |