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 | $226,190 |
SNOWDEN CAPITAL ADVISORS LLC8 years Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 27 · EIN 45-0997570 | Advisory (Plan) | $50,000 |
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 | $191,233 | $89,808+112.9% | $100,383+90.5% | $77,671+146.2% |
| Participation rate | 98.2% | 81.2%+17.1pp | 81.5%+16.7pp | 70.6%+27.7pp |
| Annual return | 12.26% | 20.62%-8.4pp | 49.26%-37.0pp | 31.21%-18.9pp |
| Employer contribution / active EE | $1,808 | $3,039-40.5% | $3,944-54.2% | $2,726-33.7% |
| Participant deferral / active EE | $12,807 | $8,284+54.6% | $8,086+58.4% | $4,648+175.6% |
| Admin fee / account holder | $296 | $174+70.0% | $7,900-96.2% | $430-31.1% |