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 | $6,713 |
Service code 49 · EIN 62-1254528 | Other Services | $3,755 |
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 | $51,794 | $73,638-29.7% | $95,952-46.0% | $73,488-29.5% |
| Participation rate | 86.5% | 76.2%+10.4pp | 77.1%+9.5pp | 70.7%+15.8pp |
| Annual return | 9.66% | 16.78%-7.1pp | 91.61%-82.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $931 | $1,863-50.1% | $2,541-63.4% | $2,270-59.0% |
| Participant deferral / active EE | $2,485 | $3,617-31.3% | $4,167-40.4% | $3,740-33.6% |
| Admin fee / account holder | $34 | $482-93.0% | $6,795-99.5% | $513-93.4% |