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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,082 |
M.S. HOWELLS & CO4 years Filed as: M. S. HOWELLS & CO. Service code 49 · EIN 86-0988422 | Other Services | $1,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,010 | $87,870-4.4% | $113,168-25.8% | $74,304+13.1% |
| Participation rate | 88.9% | 70.7%+18.2pp | 76.6%+12.4pp | 60.3%+28.6pp |
| Annual return | 74.58% | 26.44%+48.1pp | 24.27%+50.3pp | 29.43%+45.1pp |
| Employer contribution / active EE | $3,359 | $2,277+47.5% | $2,975+12.9% | $2,241+49.9% |
| Participant deferral / active EE | $4,943 | $4,241+16.6% | $5,107-3.2% | $3,767+31.2% |
| Admin fee / account holder | $163 | $3,368-95.2% | $12,068-98.6% | $2,969-94.5% |