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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,839 | $55,415-87.7% | $155,509-95.6% | $74,495-90.8% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 131.91% | 268.50%-136.6pp | 64.67%+67.2pp | 1364.94%-1233.0pp |
| Employer contribution / active EE | $1,860 | $2,267-18.0% | $4,672-60.2% | $2,623-29.1% |
| Participant deferral / active EE | $2,340 | $2,836-17.5% | $5,626-58.4% | $4,346-46.1% |
| Admin fee / account holder | $34 | $1,738-98.0% | $15,912-99.8% | $1,942-98.2% |