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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,446+134.0% | $150,045+86.3% | $85,563+226.7% |
| Participation rate | 96.7% | 75.4%+21.3pp | 82.3%+14.4pp | 66.0%+30.8pp |
| Annual return | 14.73% | 23.72%-9.0pp | 62.55%-47.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $2,435 | $4,078-40.3% | $4,693-48.1% | $2,654-8.2% |
| Participant deferral / active EE | $15,308 | $7,985+91.7% | $7,997+91.4% | $4,375+249.9% |
| Admin fee / account holder | $247 | $548-54.9% | $13,435-98.2% | $834-70.4% |