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 4-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 |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Service code 49 · EIN 20-1054428 | Other Services | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,836 | $100,227+39.5% | $169,993-17.7% | $74,419+87.9% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 23.75% | 66.08%-42.3pp | 53.37%-29.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $3,528 | $4,263-17.3% | $6,785-48.0% | $2,637+33.8% |
| Participant deferral / active EE | $8,087 | $7,143+13.2% | $10,408-22.3% | $4,528+78.6% |
| Admin fee / account holder | $17 | $234-92.7% | $12,815-99.9% | $348-95.1% |