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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,286 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $20,592 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $9,649 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,167 | $72,254-69.3% | $86,677-74.4% | $64,808-65.8% |
| Participation rate | 88.8% | 80.4%+8.4pp | 76.6%+12.2pp | 71.5%+17.3pp |
| Annual return | -3.94% | 392.42%-396.4pp | 35.91%-39.8pp | 32.82%-36.8pp |
| Employer contribution / active EE | $1 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,272 | $4,658-29.7% | $4,656-29.7% | $4,310-24.1% |
| Admin fee / account holder | $239 | $174+37.6% | $7,493-96.8% | $188+27.4% |