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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $235,536 |
Service code 27 · EIN 26-0328980 | Advisory (Plan) | $84,570 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,884 | $112,686-67.3% | $169,993-78.3% | $80,160-54.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 87.0%+3.0pp | 72.9%+17.1pp |
| Annual return | 18.84% | 67.04%-48.2pp | 53.37%-34.5pp | 40.38%-21.5pp |
| Employer contribution / active EE | $1,439 | $4,481-67.9% | $6,785-78.8% | $2,978-51.7% |
| Participant deferral / active EE | $4,641 | $7,876-41.1% | $10,408-55.4% | $5,017-7.5% |
| Admin fee / account holder | $146 | $99+47.0% | $12,815-98.9% | $145+0.5% |