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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,646 |
FIRST HORIZON ADVISORS INC4 years Service code 49 · EIN 62-1254528 | Other Services | $3,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,227 | $76,050-23.4% | $96,544-39.7% | $71,457-18.5% |
| Participation rate | 86.1% | 74.4%+11.7pp | 76.0%+10.1pp | 67.9%+18.2pp |
| Annual return | 14.96% | 22.81%-7.8pp | 25.84%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,137 | $2,244-49.4% | $2,965-61.7% | $2,588-56.1% |
| Participant deferral / active EE | $3,252 | $4,215-22.9% | $4,851-33.0% | $4,289-24.2% |
| Admin fee / account holder | $38 | $2,707-98.6% | $8,252-99.5% | $1,587-97.6% |