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) | $37,289 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,061 | $55,415+145.5% | $155,509-12.5% | $74,495+82.6% |
| Participation rate | 75.5% | 61.9%+13.6pp | 78.2%-2.7pp | 67.2%+8.3pp |
| Annual return | 12.64% | 268.50%-255.9pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,791 | $2,267+23.1% | $4,672-40.3% | $2,623+6.4% |
| Participant deferral / active EE | $3,688 | $2,836+30.0% | $5,626-34.4% | $4,346-15.1% |
| Admin fee / account holder | $26 | $1,738-98.5% | $15,912-99.8% | $1,942-98.7% |