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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,485 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $42,134 |
STAMBAUGH NESS PC3 years Service code 10 · EIN 23-2846715 | Accounting | $15,364 |
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 | $75,627 | $94,621-20.1% | $138,135-45.3% | $73,409+3.0% |
| Participation rate | 98.6% | 83.4%+15.2pp | 78.7%+19.9pp | 72.2%+26.5pp |
| Annual return | 9.97% | 16.57%-6.6pp | 20.51%-10.5pp | 59.29%-49.3pp |
| Employer contribution / active EE | $4,016 | $4,410-8.9% | $5,587-28.1% | $2,234+79.8% |
| Participant deferral / active EE | $5,799 | $6,199-6.4% | $6,431-9.8% | $3,805+52.4% |
| Admin fee / account holder | $297 | $140+112.2% | $11,856-97.5% | $158+88.4% |