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 CORP4+ years Service code 49 · EIN 20-1054428 | Other Services | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,738 | $131,799+26.5% | $200,582-16.9% | $85,563+94.9% |
| Participation rate | 99.5% | 87.9%+11.6pp | 86.9%+12.6pp | 66.0%+33.5pp |
| Annual return | 17.55% | 21.59%-4.0pp | 42.33%-24.8pp | 31.51%-14.0pp |
| Employer contribution / active EE | $4,167 | $4,532-8.0% | $6,419-35.1% | $2,654+57.0% |
| Participant deferral / active EE | $9,248 | $7,702+20.1% | $9,331-0.9% | $4,375+111.4% |
| Admin fee / account holder | $21 | $235-90.9% | $16,305-99.9% | $834-97.4% |