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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,280 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $27,846 |
Filed as: PROCOURSE FIDUCIARY ADV Service code 27 · EIN 45-5291215 | Advisory (Plan) | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,737 | $47,126-53.9% | $149,673-85.5% | $74,419-70.8% |
| Participation rate | 98.1% | 63.4%+34.7pp | 78.8%+19.3pp | 70.7%+27.3pp |
| Annual return | 16.93% | 22.75%-5.8pp | 134.42%-117.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,305 | $1,905-31.5% | $4,818-72.9% | $2,637-50.5% |
| Participant deferral / active EE | $2,672 | $2,728-2.1% | $5,680-53.0% | $4,528-41.0% |
| Admin fee / account holder | $204 | $343-40.4% | $13,210-98.5% | $348-41.3% |