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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,500 |
Filed as: PROCOURSE FIDUCIARY ADV Service code 27 · EIN 45-5291215 | Advisory (Plan) | $24,000 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $22,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,754 | $50,815-49.3% | $155,509-83.4% | $77,643-66.8% |
| Participation rate | 98.7% | 63.1%+35.6pp | 78.2%+20.5pp | 70.6%+28.1pp |
| Annual return | 14.18% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,332 | $1,993-33.2% | $4,672-71.5% | $2,726-51.1% |
| Participant deferral / active EE | $2,960 | $2,822+4.9% | $5,626-47.4% | $4,647-36.3% |
| Admin fee / account holder | $206 | $437-52.7% | $15,912-98.7% | $430-52.1% |