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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,800 |
Service code 27 · EIN 27-3463733 | Advisory (Plan) | $39,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,846 | $50,815+92.6% | $155,509-37.1% | $77,643+26.0% |
| Participation rate | 87.1% | 63.1%+24.0pp | 78.2%+8.9pp | 70.6%+16.5pp |
| Annual return | 14.29% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $7,253 | $1,993+264.0% | $4,672+55.2% | $2,726+166.1% |
| Participant deferral / active EE | $3,120 | $2,822+10.6% | $5,626-44.5% | $4,647-32.9% |
| Admin fee / account holder | $100 | $437-77.1% | $15,912-99.4% | $430-76.8% |