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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $268 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,477 | $61,272-97.6% | $149,673-99.0% | $71,457-97.9% |
| Participation rate | 93.1% | 62.5%+30.6pp | 78.8%+14.3pp | 67.9%+25.1pp |
| Annual return | 0.00% | 35.85%-35.8pp | 134.42%-134.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $361 | $2,378-84.8% | $4,818-92.5% | $2,588-86.1% |
| Participant deferral / active EE | $446 | $2,917-84.7% | $5,680-92.1% | $4,289-89.6% |
| Admin fee / account holder | $2 | $1,261-99.8% | $13,210-100.0% | $1,587-99.9% |