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 | $119,815 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $37,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,067 | $47,126+10.5% | $149,673-65.2% | $74,419-30.0% |
| Participation rate | 91.5% | 63.4%+28.1pp | 78.8%+12.8pp | 70.7%+20.8pp |
| Annual return | 15.89% | 22.75%-6.9pp | 134.42%-118.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,171 | $1,905+66.4% | $4,818-34.2% | $2,637+20.2% |
| Participant deferral / active EE | $2,592 | $2,728-5.0% | $5,680-54.4% | $4,528-42.7% |
| Admin fee / account holder | $145 | $343-57.7% | $13,210-98.9% | $348-58.3% |