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 |
|---|---|---|
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $34,356 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,111 | $58,926+95.3% | $97,226+18.4% | $74,495+54.5% |
| Participation rate | 58.6% | 63.5%-4.9pp | 72.7%-14.1pp | 67.2%-8.6pp |
| Annual return | 11.82% | 16.04%-4.2pp | 75.13%-63.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $529 | $1,894-72.1% | $2,729-80.6% | $2,623-79.8% |
| Participant deferral / active EE | $4,835 | $3,664+32.0% | $4,264+13.4% | $4,346+11.3% |
| Admin fee / account holder | $84 | $1,974-95.7% | $5,654-98.5% | $1,942-95.7% |