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 3-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 |
|---|---|---|
STRATEGIES WEALTH ADVISORS3+ years Service code 27 · EIN 46-1428191 | Advisory (Plan) | $26,952 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,544 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,990 | $87,870-57.9% | $113,168-67.3% | $74,304-50.2% |
| Participation rate | 97.5% | 70.7%+26.7pp | 76.6%+20.9pp | 60.3%+37.1pp |
| Annual return | 12.06% | 26.44%-14.4pp | 24.27%-12.2pp | 29.43%-17.4pp |
| Employer contribution / active EE | $2,010 | $2,277-11.7% | $2,975-32.4% | $2,241-10.3% |
| Participant deferral / active EE | $3,031 | $4,241-28.5% | $5,107-40.6% | $3,767-19.5% |
| Admin fee / account holder | $70 | $3,368-97.9% | $12,068-99.4% | $2,969-97.6% |