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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,549 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,246 | $63,156+28.6% | $122,332-33.6% | $62,292+30.4% |
| Participation rate | 99.1% | 60.0%+39.1pp | 71.6%+27.4pp | 69.5%+29.6pp |
| Annual return | 17.54% | 20.61%-3.1pp | 30.27%-12.7pp | 28.90%-11.4pp |
| Employer contribution / active EE | $8,049 | $1,385+481.2% | $4,050+98.7% | $2,042+294.1% |
| Participant deferral / active EE | $1,808 | $2,321-22.1% | $3,287-45.0% | $3,169-42.9% |
| Admin fee / account holder | $13 | $440-97.0% | $5,478-99.8% | $479-97.3% |