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 | $123,499 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $37,482 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,107 | $110,299-64.5% | $102,423-61.8% | $199,593-80.4% |
| Participation rate | 90.0% | 86.3%+3.8pp | 76.5%+13.6pp | 72.0%+18.1pp |
| Annual return | 17.64% | 35.73%-18.1pp | 29.32%-11.7pp | 34.25%-16.6pp |
| Employer contribution / active EE | $1,869 | $3,603-48.1% | $3,023-38.2% | $3,034-38.4% |
| Participant deferral / active EE | $3,143 | $6,376-50.7% | $5,053-37.8% | $5,087-38.2% |
| Admin fee / account holder | $137 | $122+11.8% | $9,451-98.6% | $269-49.2% |