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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,903 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $10,867 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $3,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,554 | $64,119+172.2% | $112,228+55.5% | $66,914+160.9% |
| Participation rate | 99.2% | 68.5%+30.8pp | 75.1%+24.2pp | 69.8%+29.4pp |
| Annual return | -16.27% | -13.81%-2.5pp | 27.45%-43.7pp | 1.58%-17.9pp |
| Employer contribution / active EE | $5,351 | $3,005+78.0% | $3,635+47.2% | $2,544+110.3% |
| Participant deferral / active EE | $7,711 | $3,693+108.8% | $4,728+63.1% | $4,237+82.0% |
| Admin fee / account holder | $224 | $625-64.1% | $6,410-96.5% | $593-62.2% |