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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $989,588 |
COOK STREET CONSULTING4+ years Service code 13 · EIN 84-0854432 | Contract Administrator | $127,487 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLC Service code 10 · EIN 75-0786316 | Accounting | $32,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,876 | $178,759-39.1% | $102,423+6.3% | $106,382+2.3% |
| Participation rate | 93.1% | 91.3%+1.8pp | 76.5%+16.6pp | 69.9%+23.2pp |
| Annual return | 14.42% | 17.23%-2.8pp | 29.32%-14.9pp | 17.37%-3.0pp |
| Employer contribution / active EE | $3,787 | $5,750-34.1% | $3,023+25.3% | $3,364+12.6% |
| Participant deferral / active EE | $6,166 | $9,466-34.9% | $5,053+22.0% | $5,569+10.7% |
| Admin fee / account holder | $76 | $62+22.6% | $9,451-99.2% | $79-3.8% |