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 |
|---|---|---|
GENEOS WEALTH MANAGEMENT INC1+ years Filed as: GENEOS WEALTH MANAGMENT INC Service code 49 | Other Services | $25,257 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,856 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
GENEOS WEALTH MANAGEMENT INC1+ years Filed as: GENEOS WEALTH MANAGEMENT INV Service code 49 · EIN 02-0580939 | Other Services | $0 |
IBBOTSON ASSOCIATES INC.1+ years Filed as: IBBOTSON ASSOCIATES INC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,599 | $57,108+58.6% | $94,224-3.8% | $52,331+73.1% |
| Participation rate | 98.1% | 72.9%+25.2pp | 78.8%+19.3pp | 68.1%+30.0pp |
| Annual return | -1.53% | 1.47%-3.0pp | 10.68%-12.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $972 | $1,735-44.0% | $3,587-72.9% | $1,882-48.4% |
| Participant deferral / active EE | $4,264 | $3,040+40.3% | $4,320-1.3% | $3,022+41.1% |
| Admin fee / account holder | $113 | $546-79.4% | $6,269-98.2% | $592-81.0% |