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 20-1903821 | Contract Administrator | $45,247 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,690 | $49,451+0.5% | $79,550-37.5% | $66,914-25.7% |
| Participation rate | 91.1% | 61.3%+29.8pp | 69.5%+21.6pp | 69.8%+21.3pp |
| Annual return | -17.51% | 84.25%-101.8pp | 0.16%-17.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $753 | $1,266-40.5% | $2,413-68.8% | $2,544-70.4% |
| Participant deferral / active EE | $3,220 | $3,159+1.9% | $3,985-19.2% | $4,237-24.0% |
| Admin fee / account holder | $253 | $595-57.4% | $6,832-96.3% | $593-57.3% |