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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,190 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $40,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,126 | $46,292-2.5% | $143,757-68.6% | $64,808-30.4% |
| Participation rate | 92.5% | 64.2%+28.3pp | 80.3%+12.2pp | 71.5%+21.0pp |
| Annual return | -14.75% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,257 | $1,910+70.6% | $4,951-34.2% | $2,506+30.0% |
| Participant deferral / active EE | $2,488 | $2,646-6.0% | $5,637-55.9% | $4,310-42.3% |
| Admin fee / account holder | $147 | $154-4.7% | $14,673-99.0% | $188-22.0% |