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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,643 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $21,785 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $7,612 |
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 | $21,735 | $89,436-75.7% | $164,813-86.8% | $77,643-72.0% |
| Participation rate | 95.5% | 78.6%+16.9pp | 78.6%+16.9pp | 70.6%+24.9pp |
| Annual return | 16.08% | 28.83%-12.8pp | 69.93%-53.9pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,601 | $2,569-37.7% | $4,341-63.1% | $2,726-41.3% |
| Participant deferral / active EE | $3,878 | $4,897-20.8% | $6,031-35.7% | $4,647-16.5% |
| Admin fee / account holder | $180 | $339-47.1% | $12,690-98.6% | $430-58.3% |