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 Filed as: FROST PLLC Service code 10 · EIN 71-0817652 | Accounting | $13,078 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,504 |
MORNINGSTAR2 years 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 | $70,282 | $91,407-23.1% | $135,903-48.3% | $71,457-1.6% |
| Participation rate | 97.0% | 75.7%+21.3pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 17.87% | 29.90%-12.0pp | 68.23%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,226 | $3,703-66.9% | $4,856-74.8% | $2,588-52.6% |
| Participant deferral / active EE | $4,154 | $7,092-41.4% | $7,758-46.5% | $4,289-3.1% |
| Admin fee / account holder | $133 | $1,266-89.5% | $10,762-98.8% | $1,587-91.6% |