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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $159,027 |
BENCHMARK WEALTH MANAGEMENT1+ years Service code 27 · EIN 64-0963896 | Advisory (Plan) | $41,027 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH FINANICAL NETWORK Service code 27 · EIN 04-2675571 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,078-100.0% | $96,544-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.0%-76.0pp | 70.7%-70.7pp |
| Annual return | 20.81% | 22.48%-1.7pp | 25.84%-5.0pp | 34.38%-13.6pp |
| Employer contribution / active EE | $3,649 | $2,570+42.0% | $2,965+23.1% | $2,637+38.3% |
| Participant deferral / active EE | $7,129 | $4,933+44.5% | $4,851+47.0% | $4,528+57.4% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |