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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,138 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $80,000 |
RBT CPAS, LLP7 years Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,590 | $50,127+56.8% | $149,673-47.5% | $80,160-2.0% |
| Participation rate | 60.5% | 64.3%-3.8pp | 78.8%-18.3pp | 72.9%-12.4pp |
| Annual return | 12.46% | 29.82%-17.4pp | 134.42%-122.0pp | 40.38%-27.9pp |
| Employer contribution / active EE | $1,199 | $1,865-35.7% | $4,818-75.1% | $2,978-59.7% |
| Participant deferral / active EE | $4,437 | $3,194+38.9% | $5,680-21.9% | $5,017-11.6% |
| Admin fee / account holder | $17 | $153-89.0% | $13,210-99.9% | $145-88.4% |