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 | $141,417 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $43,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,916 | $50,815+19.9% | $155,509-60.8% | $77,643-21.5% |
| Participation rate | 93.4% | 63.1%+30.3pp | 78.2%+15.2pp | 70.6%+22.8pp |
| Annual return | 12.13% | 34.80%-22.7pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $3,539 | $1,993+77.6% | $4,672-24.3% | $2,726+29.8% |
| Participant deferral / active EE | $3,651 | $2,822+29.4% | $5,626-35.1% | $4,647-21.4% |
| Admin fee / account holder | $181 | $437-58.5% | $15,912-98.9% | $430-57.9% |