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 | $115,353 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $44,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,251 | $88,890+11.7% | $102,423-3.1% | $77,643+27.8% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 13.14% | 24.98%-11.8pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,706 | $2,698-36.8% | $3,023-43.6% | $2,726-37.4% |
| Participant deferral / active EE | $7,304 | $5,145+42.0% | $5,053+44.6% | $4,647+57.2% |
| Admin fee / account holder | $229 | $235-2.6% | $9,451-97.6% | $430-46.7% |