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 5-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,979 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $1,682 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,101 | $65,557-89.2% | $64,056-88.9% | $71,457-90.1% |
| Participation rate | 96.8% | 73.2%+23.6pp | 72.3%+24.5pp | 67.9%+28.8pp |
| Annual return | 32.91% | 18.94%+14.0pp | 33.69%-0.8pp | 28.85%+4.1pp |
| Employer contribution / active EE | $718 | $2,669-73.1% | $2,747-73.9% | $2,588-72.3% |
| Participant deferral / active EE | $2,761 | $3,626-23.8% | $3,880-28.8% | $4,289-35.6% |
| Admin fee / account holder | $98 | $616-84.1% | $3,068-96.8% | $1,587-93.8% |