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 3-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 | $33,362 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,347 | $102,197-34.1% | $142,449-52.7% | $74,419-9.5% |
| Participation rate | 94.8% | 79.8%+15.0pp | 76.8%+18.0pp | 70.7%+24.1pp |
| Annual return | 16.94% | 19.73%-2.8pp | 19.99%-3.1pp | 34.38%-17.4pp |
| Employer contribution / active EE | $3,108 | $5,052-38.5% | $4,847-35.9% | $2,637+17.8% |
| Participant deferral / active EE | $5,507 | $6,304-12.6% | $6,283-12.4% | $4,528+21.6% |
| Admin fee / account holder | $234 | $186+25.7% | $10,011-97.7% | $348-32.9% |