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 5-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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $22,161 |
HILLWORTH, LLC1 year Service code 34 · EIN 83-1778661 | Valuation (appraisals, etc.); Other fees | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $129,021-90.1% | $184,203-93.1% | $77,643-83.5% |
| Participation rate | 99.8% | 87.3%+12.4pp | 86.8%+13.0pp | 70.6%+29.2pp |
| Annual return | 44.37% | 33.27%+11.1pp | 28.81%+15.6pp | 31.24%+13.1pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $63 | $254-75.0% | $13,901-99.5% | $430-85.3% |