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 6-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 | $3,343 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $348 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 · EIN 82-0986372 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $139 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,399 | $84,487-75.9% | $125,339-83.7% | $66,914-69.5% |
| Participation rate | 31.7% | 76.4%-44.7pp | 82.4%-50.7pp | 69.8%-38.1pp |
| Annual return | -18.42% | -8.39%-10.0pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $980 | $3,553-72.4% | $4,814-79.6% | $2,544-61.5% |
| Participant deferral / active EE | $1,933 | $6,781-71.5% | $7,446-74.0% | $4,237-54.4% |
| Admin fee / account holder | $82 | $685-88.0% | $10,010-99.2% | $593-86.2% |