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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,552 |
VARIABLE CONTRACT AGENCY LLC2 years Service code 49 · EIN 84-3853085 | Other Services | $12,926 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,820 | $65,061-78.8% | $143,757-90.4% | $66,914-79.3% |
| Participation rate | 74.5% | 65.2%+9.3pp | 80.3%-5.8pp | 69.8%+4.7pp |
| Annual return | -15.85% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,491 | $2,361-36.8% | $4,951-69.9% | $2,544-41.4% |
| Participant deferral / active EE | $1,829 | $2,919-37.3% | $5,637-67.5% | $4,237-56.8% |
| Admin fee / account holder | $120 | $502-76.1% | $14,673-99.2% | $593-79.7% |