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 | $264,883 |
ALL SEASONS INVESTMENT ADVISOR, INC10+ years Service code 27 · EIN 26-0328980 | Advisory (Plan) | $105,297 |
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 | $44,221 | $122,693-64.0% | $184,203-76.0% | $199,593-77.8% |
| Participation rate | 91.4% | 86.8%+4.6pp | 86.8%+4.6pp | 72.0%+19.4pp |
| Annual return | 14.10% | 143.91%-129.8pp | 28.81%-14.7pp | 34.25%-20.1pp |
| Employer contribution / active EE | $1,565 | $4,584-65.9% | $6,427-75.7% | $3,034-48.4% |
| Participant deferral / active EE | $4,937 | $7,990-38.2% | $9,131-45.9% | $5,087-2.9% |
| Admin fee / account holder | $165 | $121+36.7% | $13,901-98.8% | $269-38.7% |