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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,536 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $21,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,461 | $88,083+138.9% | $164,813+27.7% | $74,495+182.5% |
| Participation rate | 97.5% | 73.0%+24.5pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 14.19% | 17.26%-3.1pp | 69.93%-55.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $5,907 | $2,593+127.8% | $4,341+36.1% | $2,623+125.2% |
| Participant deferral / active EE | $13,620 | $4,498+202.8% | $6,031+125.8% | $4,346+213.4% |
| Admin fee / account holder | $180 | $2,234-91.9% | $12,690-98.6% | $1,942-90.7% |