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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,066 |
Service code 17 · EIN 04-2675571 | Pension Consulting | $17,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,429 | $80,724+108.6% | $103,333+63.0% | $74,495+126.1% |
| Participation rate | 96.9% | 65.7%+31.2pp | 74.5%+22.3pp | 67.2%+29.7pp |
| Annual return | 12.82% | 27.56%-14.7pp | 24.88%-12.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $7,451 | $3,157+136.0% | $3,868+92.6% | $2,623+184.1% |
| Participant deferral / active EE | $6,288 | $3,860+62.9% | $5,057+24.3% | $4,346+44.7% |
| Admin fee / account holder | $186 | $2,368-92.2% | $8,355-97.8% | $1,942-90.4% |