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 | $70,616 |
MWA FINANCIAL SERVICES INC7 years Service code 49 · EIN 36-4420471 | Other Services | $13,367 |
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 | $70,656 | $72,254-2.2% | $86,677-18.5% | $64,808+9.0% |
| Participation rate | 99.1% | 80.4%+18.7pp | 76.6%+22.5pp | 71.5%+27.6pp |
| Annual return | -18.82% | 392.42%-411.2pp | 35.91%-54.7pp | 32.82%-51.6pp |
| Employer contribution / active EE | $1,991 | $2,393-16.8% | $2,836-29.8% | $2,506-20.5% |
| Participant deferral / active EE | $3,697 | $4,658-20.6% | $4,656-20.6% | $4,310-14.2% |
| Admin fee / account holder | $192 | $174+10.4% | $7,493-97.4% | $188+2.2% |