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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,179 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $38,066 |
STAMBAUGH NESS PC5 years Service code 10 · EIN 23-2846715 | Accounting | $17,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,747 | $72,482-20.3% | $129,110-55.3% | $64,808-10.9% |
| Participation rate | 98.1% | 79.2%+18.9pp | 77.3%+20.9pp | 71.5%+26.7pp |
| Annual return | -12.43% | -9.08%-3.3pp | -10.94%-1.5pp | 32.82%-45.2pp |
| Employer contribution / active EE | $3,590 | $4,247-15.5% | $5,052-28.9% | $2,506+43.3% |
| Participant deferral / active EE | $4,730 | $5,679-16.7% | $6,542-27.7% | $4,310+9.7% |
| Admin fee / account holder | $239 | $144+65.6% | $14,302-98.3% | $188+27.2% |