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 4-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,761 |
Service code 26 · EIN 27-3463733 | Advisory (Participants) | $10,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,567 | $91,407+133.6% | $135,903+57.1% | $71,457+198.9% |
| Participation rate | 81.8% | 75.7%+6.2pp | 81.9%-0.1pp | 67.9%+13.9pp |
| Annual return | 16.83% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,514 | $3,703-32.1% | $4,856-48.2% | $2,588-2.9% |
| Participant deferral / active EE | $8,772 | $7,092+23.7% | $7,758+13.1% | $4,289+104.5% |
| Admin fee / account holder | $268 | $1,266-78.8% | $10,762-97.5% | $1,587-83.1% |