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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,012 |
DANA INVESTMENT ADVISORS6 years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $10,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,804 | $79,171+51.3% | $102,423+17.0% | $74,495+60.8% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 17.25% | 54.93%-37.7pp | 29.32%-12.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,873 | $2,362+21.6% | $3,023-5.0% | $2,623+9.5% |
| Participant deferral / active EE | $10,273 | $4,415+132.7% | $5,053+103.3% | $4,346+136.4% |
| Admin fee / account holder | $255 | $2,001-87.2% | $9,451-97.3% | $1,942-86.9% |