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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,908 |
SIKICH LLP1 year Filed as: SIKICH FINANCIAL Service code 27 · EIN 36-3168081 | Advisory (Plan) | $13,074 |
ONI RISK PARTNERS, INC1 year Service code 49 · EIN 35-0902251 | Other Services | $0 |
Annual investment return 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 | $24,029 | $79,519-69.8% | $95,952-75.0% | $73,409-67.3% |
| Participation rate | 84.6% | 81.2%+3.4pp | 77.1%+7.5pp | 72.2%+12.4pp |
| Annual return | 11.99% | 19.20%-7.2pp | 91.61%-79.6pp | 59.29%-47.3pp |
| Employer contribution / active EE | $1,366 | $2,048-33.3% | $2,541-46.3% | $2,234-38.9% |
| Participant deferral / active EE | $2,345 | $4,138-43.3% | $4,167-43.7% | $3,805-38.4% |
| Admin fee / account holder | $125 | $184-32.0% | $6,795-98.2% | $158-20.6% |