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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,730 |
COMPENSATION SYSTEMS, INC.3 years Filed as: COMPENSATION SYSTEMS INC Service code 13 · EIN 35-1277460 | Contract Administrator | $12,485 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,496 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,640 | $65,435-70.0% | $86,677-77.3% | $66,914-70.6% |
| Participation rate | 92.6% | 75.5%+17.2pp | 76.6%+16.1pp | 69.8%+22.8pp |
| Annual return | -15.38% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $793 | $2,153-63.2% | $2,836-72.0% | $2,544-68.8% |
| Participant deferral / active EE | $1,656 | $4,100-59.6% | $4,656-64.4% | $4,237-60.9% |
| Admin fee / account holder | $158 | $642-75.3% | $7,493-97.9% | $593-73.3% |