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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,741 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $24,938 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,246 | $104,631-58.7% | $98,439-56.1% | $80,160-46.1% |
| Participation rate | 82.1% | 87.5%-5.4pp | 75.2%+6.9pp | 72.9%+9.2pp |
| Annual return | 60.96% | 34.72%+26.2pp | 21.16%+39.8pp | 40.38%+20.6pp |
| Employer contribution / active EE | $2,071 | $4,517-54.2% | $3,048-32.1% | $2,978-30.5% |
| Participant deferral / active EE | $2,822 | $6,545-56.9% | $4,738-40.4% | $5,017-43.8% |
| Admin fee / account holder | $114 | $105+8.6% | $8,948-98.7% | $145-21.4% |