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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,876 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,966 | $52,293+41.4% | $178,490-58.6% | $73,409+0.8% |
| Participation rate | 70.3% | 65.3%+5.0pp | 81.9%-11.6pp | 72.2%-1.8pp |
| Annual return | 43.01% | 34.75%+8.3pp | 151.07%-108.1pp | 59.29%-16.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,814 | $2,332+20.6% | $5,202-45.9% | $3,805-26.1% |
| Admin fee / account holder | $74 | $127-41.9% | $13,984-99.5% | $158-53.2% |