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 | $97,454 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,493 | $78,419+2.6% | $133,956-39.9% | $73,409+9.6% |
| Participation rate | 97.4% | 78.6%+18.8pp | 79.8%+17.5pp | 72.2%+25.2pp |
| Annual return | 11.61% | 33.35%-21.7pp | 45.09%-33.5pp | 59.29%-47.7pp |
| Employer contribution / active EE | $2,862 | $2,044+40.1% | $3,919-27.0% | $2,234+28.1% |
| Participant deferral / active EE | $5,035 | $3,925+28.3% | $5,048-0.2% | $3,805+32.3% |
| Admin fee / account holder | $264 | $161+63.7% | $8,927-97.0% | $158+67.3% |