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 04-2675571 | Advisory (Plan) | $48,342 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,771 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,601 | $100,801-23.0% | $149,696-48.2% | $73,409+5.7% |
| Participation rate | 90.8% | 77.7%+13.1pp | 82.5%+8.3pp | 72.2%+18.6pp |
| Annual return | 22.72% | 265.34%-242.6pp | 276.60%-253.9pp | 59.29%-36.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,079 | $6,404-5.1% | $6,842-11.1% | $3,805+59.8% |
| Admin fee / account holder | $15 | $181-91.9% | $9,309-99.8% | $158-90.7% |