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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,378 |
CUTTER & COMPANY, INC3 years Service code 27 · EIN 43-1477566 | Advisory (Plan) | $5,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,595 | $80,968-0.5% | $96,544-16.5% | $75,163+7.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.43% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,379 | $2,282+4.3% | $2,965-19.7% | $2,670-10.9% |
| Participant deferral / active EE | $2,986 | $3,928-24.0% | $4,851-38.5% | $4,125-27.6% |
| Admin fee / account holder | $117 | $6,724-98.3% | $8,252-98.6% | $5,651-97.9% |