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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,938 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $25,829 |
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 | $65,135 | $71,142-8.4% | $119,609-45.5% | $64,808+0.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -17.71% | -10.01%-7.7pp | -14.97%-2.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,559 | $2,497+42.5% | $4,232-15.9% | $2,506+42.0% |
| Participant deferral / active EE | $6,609 | $4,490+47.2% | $5,602+18.0% | $4,310+53.3% |
| Admin fee / account holder | $248 | $162+52.9% | $10,323-97.6% | $188+32.0% |