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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,423 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,835 | $76,670+139.8% | $96,683+90.1% | $71,457+157.3% |
| Participation rate | 85.6% | 66.6%+19.1pp | 74.3%+11.3pp | 67.9%+17.7pp |
| Annual return | 15.22% | 48.29%-33.1pp | 35.69%-20.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $7,332 | $3,031+141.8% | $3,737+96.2% | $2,588+183.3% |
| Participant deferral / active EE | $6,216 | $3,771+64.8% | $4,878+27.4% | $4,289+44.9% |
| Admin fee / account holder | $196 | $2,028-90.4% | $6,730-97.1% | $1,587-87.7% |