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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,968 |
CUTTER & COMPANY, INC2 years Service code 27 · EIN 43-1477566 | Advisory (Plan) | $5,314 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,411 | $71,883+3.5% | $86,677-14.2% | $68,494+8.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.85% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,377 | $2,173+9.4% | $2,836-16.2% | $2,596-8.4% |
| Participant deferral / active EE | $2,739 | $3,779-27.5% | $4,656-41.2% | $4,027-32.0% |
| Admin fee / account holder | $82 | $6,112-98.7% | $7,493-98.9% | $5,403-98.5% |