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 | $32,187 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $7,245 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $7,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,759 | $77,660+166.2% | $109,143+89.4% | $79,386+160.4% |
| Participation rate | 98.6% | 67.8%+30.8pp | 75.9%+22.8pp | 70.7%+27.9pp |
| Annual return | 16.55% | 23.44%-6.9pp | 25.75%-9.2pp | 116.85%-100.3pp |
| Employer contribution / active EE | $4,758 | $2,797+70.1% | $3,722+27.8% | $2,427+96.0% |
| Participant deferral / active EE | $7,135 | $3,518+102.8% | $4,653+53.3% | $4,046+76.4% |
| Admin fee / account holder | $233 | $732-68.1% | $6,752-96.5% | $626-62.7% |