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 8-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,227 |
JOHN W DANFORTH COMPANY5+ years Service code 49 · EIN 16-0401910 | Other Services | $12,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,971 | $77,660+33.9% | $109,143-4.7% | $79,386+31.0% |
| Participation rate | 95.4% | 67.8%+27.6pp | 75.9%+19.5pp | 70.7%+24.7pp |
| Annual return | 16.66% | 23.44%-6.8pp | 25.75%-9.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $3,073 | $2,797+9.9% | $3,722-17.4% | $2,427+26.6% |
| Participant deferral / active EE | $6,517 | $3,518+85.3% | $4,653+40.1% | $4,046+61.1% |
| Admin fee / account holder | $175 | $732-76.1% | $6,752-97.4% | $626-72.1% |