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 CORP3+ years Service code 13 · EIN 20-1054428 | Contract Administrator | $32,550 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,167 | $129,021+21.0% | $184,203-15.2% | $77,643+101.1% |
| Participation rate | 99.1% | 87.3%+11.8pp | 86.8%+12.3pp | 70.6%+28.5pp |
| Annual return | 19.20% | 33.27%-14.1pp | 28.81%-9.6pp | 31.24%-12.0pp |
| Employer contribution / active EE | $3,825 | $4,413-13.3% | $6,427-40.5% | $2,726+40.3% |
| Participant deferral / active EE | $9,146 | $7,297+25.3% | $9,131+0.2% | $4,647+96.8% |
| Admin fee / account holder | $23 | $254-90.8% | $13,901-99.8% | $430-94.6% |