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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,122 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,311 | $44,221+77.1% | $121,196-35.4% | $56,287+39.1% |
| Participation rate | 99.5% | 61.1%+38.5pp | 71.7%+27.8pp | 69.9%+29.7pp |
| Annual return | -6.82% | -3.58%-3.2pp | 16.93%-23.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $7,808 | $1,480+427.7% | $4,022+94.2% | $2,111+269.9% |
| Participant deferral / active EE | $1,994 | $2,521-20.9% | $3,344-40.4% | $3,350-40.5% |
| Admin fee / account holder | $183 | $480-61.8% | $5,019-96.3% | $521-64.8% |