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 |
|---|---|---|
Service code 27 · EIN 27-3463733 | Advisory (Plan) | $140,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,976 |
THE BENEFIT PRACTICE10+ years Service code 49 · EIN 13-4144565 | Other Services | $21,502 |
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 | $250,667 | $50,815+393.3% | $155,509+61.2% | $77,643+222.8% |
| Participation rate | 91.2% | 63.1%+28.1pp | 78.2%+13.0pp | 70.6%+20.6pp |
| Annual return | 13.95% | 34.80%-20.9pp | 64.67%-50.7pp | 31.24%-17.3pp |
| Employer contribution / active EE | $7,803 | $1,993+291.6% | $4,672+67.0% | $2,726+186.3% |
| Participant deferral / active EE | $10,133 | $2,822+259.1% | $5,626+80.1% | $4,647+118.0% |
| Admin fee / account holder | $157 | $437-64.1% | $15,912-99.0% | $430-63.5% |