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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,860 |
CUTTER & COMPANY, INC4 years Service code 27 · EIN 43-1477566 | Advisory (Plan) | $5,242 |
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 | $74,676 | $79,171-5.7% | $102,423-27.1% | $74,495+0.2% |
| Participation rate | 95.2% | 74.8%+20.4pp | 76.5%+18.7pp | 67.2%+28.0pp |
| Annual return | 9.48% | 54.93%-45.4pp | 29.32%-19.8pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $2,174 | $2,362-8.0% | $3,023-28.1% | $2,623-17.1% |
| Participant deferral / active EE | $2,482 | $4,415-43.8% | $5,053-50.9% | $4,346-42.9% |
| Admin fee / account holder | $56 | $2,001-97.2% | $9,451-99.4% | $1,942-97.1% |