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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,355 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $14,583 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $10,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,378 | $106,236-38.5% | $112,228-41.7% | $64,808+0.9% |
| Participation rate | 99.0% | 71.7%+27.3pp | 75.1%+24.0pp | 71.5%+27.6pp |
| Annual return | -7.22% | -6.02%-1.2pp | 27.45%-34.7pp | 32.82%-40.0pp |
| Employer contribution / active EE | $3,959 | $3,166+25.0% | $3,635+8.9% | $2,506+58.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $188 | $452-58.3% | $6,410-97.1% | $188+0.2% |