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 04-2675571 | Advisory (Plan) | $33,204 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,255 | $61,272+111.0% | $149,673-13.6% | $71,457+80.9% |
| Participation rate | 71.1% | 62.5%+8.6pp | 78.8%-7.6pp | 67.9%+3.2pp |
| Annual return | 15.16% | 35.85%-20.7pp | 134.42%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,699 | $2,378+13.5% | $4,818-44.0% | $2,588+4.3% |
| Participant deferral / active EE | $3,473 | $2,917+19.1% | $5,680-38.9% | $4,289-19.0% |
| Admin fee / account holder | $22 | $1,261-98.3% | $13,210-99.8% | $1,587-98.6% |