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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,195 |
PROSPERA FINANCIAL SERVICES6 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $8,093 |
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 | $45,945 | $104,919-56.2% | $116,228-60.5% | $85,563-46.3% |
| Participation rate | 95.9% | 78.6%+17.3pp | 74.6%+21.3pp | 66.0%+29.9pp |
| Annual return | 20.54% | 15.38%+5.2pp | 90.06%-69.5pp | 31.51%-11.0pp |
| Employer contribution / active EE | $6,241 | $3,485+79.1% | $2,994+108.4% | $2,654+135.2% |
| Participant deferral / active EE | $3,405 | $5,306-35.8% | $4,953-31.3% | $4,375-22.2% |
| Admin fee / account holder | $171 | $429-60.0% | $11,989-98.6% | $834-79.4% |