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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,862 |
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 | $80,052 | $86,225-7.2% | $146,665-45.4% | $86,799-7.8% |
| Participation rate | 98.1% | 78.0%+20.1pp | 80.1%+18.0pp | 72.3%+25.8pp |
| Annual return | 7.48% | 31.23%-23.7pp | 22.74%-15.3pp | 97.91%-90.4pp |
| Employer contribution / active EE | $3,246 | $2,392+35.7% | $4,136-21.5% | $2,405+35.0% |
| Participant deferral / active EE | $5,858 | $4,245+38.0% | $5,506+6.4% | $4,131+41.8% |
| Admin fee / account holder | $293 | $195+49.8% | $10,280-97.2% | $170+72.5% |