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 | $7,227 |
FIRST HORIZON ADVISORS INC3 years Service code 49 · EIN 62-1254528 | Other Services | $3,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,684 | $65,435-28.7% | $86,677-46.1% | $66,914-30.2% |
| Participation rate | 88.1% | 75.5%+12.7pp | 76.6%+11.6pp | 69.8%+18.3pp |
| Annual return | -14.32% | -10.89%-3.4pp | 35.91%-50.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,000 | $2,153-53.5% | $2,836-64.7% | $2,544-60.7% |
| Participant deferral / active EE | $2,806 | $4,100-31.6% | $4,656-39.7% | $4,237-33.8% |
| Admin fee / account holder | $34 | $642-94.7% | $7,493-99.5% | $593-94.3% |