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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,460 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $39,764 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,258 | $56,485-5.7% | $185,823-71.3% | $86,799-38.6% |
| Participation rate | 88.9% | 65.5%+23.4pp | 81.7%+7.2pp | 72.3%+16.6pp |
| Annual return | 13.47% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,816 | $1,843+52.8% | $5,167-45.5% | $2,405+17.1% |
| Participant deferral / active EE | $2,342 | $2,553-8.3% | $5,568-57.9% | $4,131-43.3% |
| Admin fee / account holder | $84 | $150-43.5% | $16,237-99.5% | $170-50.2% |