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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,753 |
DANA INVESTMENT ADVISORS7 years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $11,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,456 | $87,870+61.0% | $113,168+25.0% | $74,304+90.4% |
| Participation rate | 96.6% | 70.7%+25.8pp | 76.6%+20.0pp | 60.3%+36.2pp |
| Annual return | 14.28% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,579 | $2,277+13.3% | $2,975-13.3% | $2,241+15.1% |
| Participant deferral / active EE | $9,437 | $4,241+122.5% | $5,107+84.8% | $3,767+150.5% |
| Admin fee / account holder | $289 | $3,368-91.4% | $12,068-97.6% | $2,969-90.3% |