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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,465 |
Service code 17 · EIN 04-2675571 | Pension Consulting | $28,488 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,260 | $86,944+145.3% | $107,525+98.3% | $74,304+187.0% |
| Participation rate | 96.6% | 59.6%+37.0pp | 75.1%+21.5pp | 60.3%+36.2pp |
| Annual return | 12.25% | 23.52%-11.3pp | 181.32%-169.1pp | 29.43%-17.2pp |
| Employer contribution / active EE | $7,228 | $2,757+162.2% | $3,754+92.6% | $2,241+222.5% |
| Participant deferral / active EE | $6,934 | $3,554+95.1% | $5,116+35.6% | $3,767+84.1% |
| Admin fee / account holder | $287 | $3,727-92.3% | $8,919-96.8% | $2,969-90.3% |