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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,644 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $14,671 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT Service code 27 · EIN 33-3665731 | Advisory (Plan) | $6,659 |
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 | $30,619 | $95,880-68.1% | $107,525-71.5% | $85,563-64.2% |
| Participation rate | 88.1% | 70.1%+18.0pp | 75.1%+13.1pp | 66.0%+22.2pp |
| Annual return | 13.91% | 68.06%-54.2pp | 181.32%-167.4pp | 31.51%-17.6pp |
| Employer contribution / active EE | $2,123 | $3,812-44.3% | $3,754-43.4% | $2,654-20.0% |
| Participant deferral / active EE | $3,258 | $4,201-22.4% | $5,116-36.3% | $4,375-25.5% |
| Admin fee / account holder | $173 | $1,025-83.1% | $8,919-98.1% | $834-79.3% |