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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,684 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,878 | $93,131-48.6% | $106,548-55.1% | $86,799-44.8% |
| Participation rate | 77.1% | 81.4%-4.4pp | 76.1%+0.9pp | 72.3%+4.8pp |
| Annual return | 11.74% | 19.45%-7.7pp | 26.80%-15.1pp | 97.91%-86.2pp |
| Employer contribution / active EE | $1,669 | $2,895-42.3% | $2,819-40.8% | $2,405-30.6% |
| Participant deferral / active EE | $3,021 | $4,708-35.8% | $4,398-31.3% | $4,131-26.9% |
| Admin fee / account holder | $94 | $145-35.6% | $7,407-98.7% | $170-44.9% |