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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,137 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $42,639 |
GREERWALKER LLP4 years Service code 10 · EIN 56-1434747 | Accounting | $13,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,648 | $106,236-30.7% | $112,228-34.4% | $64,808+13.6% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.1%+20.9pp | 71.5%+24.5pp |
| Annual return | 4.96% | -6.02%+11.0pp | 27.45%-22.5pp | 32.82%-27.9pp |
| Employer contribution / active EE | $2,443 | $3,166-22.8% | $3,635-32.8% | $2,506-2.5% |
| Participant deferral / active EE | $6,967 | $3,785+84.1% | $4,728+47.3% | $4,310+61.6% |
| Admin fee / account holder | $172 | $452-62.0% | $6,410-97.3% | $188-8.6% |