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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,104 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $77,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,221 | $71,964+104.6% | $167,512-12.1% | $85,563+72.1% |
| Participation rate | 98.9% | 61.0%+37.9pp | 77.1%+21.8pp | 66.0%+32.9pp |
| Annual return | 17.58% | 18.83%-1.2pp | 1615.79%-1598.2pp | 31.51%-13.9pp |
| Employer contribution / active EE | $5,298 | $1,875+182.6% | $3,882+36.5% | $2,654+99.6% |
| Participant deferral / active EE | $13,124 | $4,110+219.4% | $6,405+104.9% | $4,375+200.0% |
| Admin fee / account holder | $278 | $815-65.9% | $9,769-97.2% | $834-66.7% |