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 | $47,835 |
DANA INVESTMENT ADVISORS3 years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $8,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,693 | $84,936+37.4% | $111,297+4.8% | $79,386+47.0% |
| Participation rate | 94.2% | 75.9%+18.4pp | 77.3%+16.9pp | 70.7%+23.5pp |
| Annual return | 18.40% | 17.45%+1.0pp | 54.65%-36.2pp | 116.85%-98.4pp |
| Employer contribution / active EE | $2,248 | $1,979+13.6% | $2,731-17.7% | $2,427-7.4% |
| Participant deferral / active EE | $7,702 | $3,888+98.1% | $4,487+71.6% | $4,046+90.4% |
| Admin fee / account holder | $273 | $537-49.1% | $7,964-96.6% | $626-56.4% |