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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,977 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $22,756 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $8,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,643 | $52,293-5.1% | $178,490-72.2% | $73,409-32.4% |
| Participation rate | 91.9% | 65.3%+26.6pp | 81.9%+10.0pp | 72.2%+19.8pp |
| Annual return | 14.28% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $2,459 | $1,735+41.7% | $5,011-50.9% | $2,234+10.1% |
| Participant deferral / active EE | $2,006 | $2,332-14.0% | $5,202-61.4% | $3,805-47.3% |
| Admin fee / account holder | $45 | $127-64.8% | $13,984-99.7% | $158-71.6% |