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 | $50,284 |
WEALTHPLAN ADVISORS LLC7+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $40,473 |
GCW, INC.3 years Service code 14 · EIN 88-0116703 | Plan Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,496 | $104,475+19.2% | $159,436-21.9% | $79,386+56.8% |
| Participation rate | 89.9% | 76.6%+13.2pp | 82.8%+7.0pp | 70.7%+19.1pp |
| Annual return | 16.74% | 67.95%-51.2pp | 263.57%-246.8pp | 116.85%-100.1pp |
| Employer contribution / active EE | $3,178 | $3,417-7.0% | $4,829-34.2% | $2,427+30.9% |
| Participant deferral / active EE | $7,845 | $6,467+21.3% | $7,352+6.7% | $4,046+93.9% |
| Admin fee / account holder | $253 | $711-64.5% | $10,799-97.7% | $626-59.7% |