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 | $145,978 |
Filed as: ALLIANT RETIREMENT SVC Service code 13 · EIN 33-0785439 | Contract Administrator | $45,000 |
THOMAS BEAL1 year Filed as: THOMAS JUDY Service code 10 · EIN 56-1965804 | Accounting | $8,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,557 | $110,483+153.0% | $145,433+92.2% | $79,634+251.1% |
| Participation rate | 96.7% | 71.1%+25.6pp | 82.1%+14.6pp | 62.5%+34.3pp |
| Annual return | 14.73% | 24.62%-9.9pp | 66.58%-51.8pp | 36.46%-21.7pp |
| Employer contribution / active EE | $2,435 | $4,053-39.9% | $4,554-46.5% | $2,529-3.7% |
| Participant deferral / active EE | $15,308 | $7,216+112.1% | $7,897+93.8% | $3,835+299.2% |
| Admin fee / account holder | $247 | $680-63.7% | $13,129-98.1% | $1,002-75.4% |