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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,332 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $62,745 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,372 | $108,549-43.5% | $156,263-60.7% | $85,563-28.3% |
| Participation rate | 93.1% | 77.1%+16.0pp | 78.9%+14.2pp | 66.0%+27.2pp |
| Annual return | 17.74% | 21.79%-4.1pp | 59.47%-41.7pp | 31.51%-13.8pp |
| Employer contribution / active EE | $983 | $2,690-63.4% | $4,333-77.3% | $2,654-63.0% |
| Participant deferral / active EE | $6,274 | $4,800+30.7% | $6,158+1.9% | $4,375+43.4% |
| Admin fee / account holder | $178 | $650-72.6% | $14,255-98.8% | $834-78.7% |