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 | $99,292 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $9,369 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,731 | $104,697-67.8% | $96,544-65.1% | $80,160-57.9% |
| Participation rate | 88.4% | 86.4%+2.0pp | 76.0%+12.4pp | 72.9%+15.4pp |
| Annual return | 17.50% | 21.78%-4.3pp | 25.84%-8.3pp | 40.38%-22.9pp |
| Employer contribution / active EE | $1,887 | $3,536-46.6% | $2,965-36.4% | $2,978-36.6% |
| Participant deferral / active EE | $2,972 | $6,188-52.0% | $4,851-38.7% | $5,017-40.8% |
| Admin fee / account holder | $102 | $107-4.7% | $8,252-98.8% | $145-29.8% |