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 | $38,408 |
PROSPERA FINANCIAL SERVICES5 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $6,944 |
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 | $33,970 | $92,055-63.1% | $106,213-68.0% | $77,643-56.2% |
| Participation rate | 95.8% | 81.0%+14.7pp | 75.3%+20.5pp | 70.6%+25.2pp |
| Annual return | 16.45% | 17.91%-1.5pp | 116.14%-99.7pp | 31.24%-14.8pp |
| Employer contribution / active EE | $5,477 | $3,367+62.7% | $3,171+72.7% | $2,726+100.9% |
| Participant deferral / active EE | $3,120 | $5,386-42.1% | $5,016-37.8% | $4,647-32.9% |
| Admin fee / account holder | $137 | $219-37.3% | $11,033-98.8% | $430-68.1% |