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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165,414 |
PENSION ASSURANCE LLP1 year Filed as: PENSION CONULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $9,844 |
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 | $46,199 | $128,899-64.2% | $113,168-59.2% | $102,872-55.1% |
| Participation rate | 90.5% | 87.0%+3.4pp | 76.6%+13.9pp | 73.0%+17.4pp |
| Annual return | 18.51% | 15.88%+2.6pp | 24.27%-5.8pp | 19.06%-0.5pp |
| Employer contribution / active EE | $1,974 | $3,713-46.8% | $2,975-33.6% | $3,526-44.0% |
| Participant deferral / active EE | $3,450 | $6,787-49.2% | $5,107-32.4% | $5,535-37.7% |
| Admin fee / account holder | $140 | $129+8.4% | $12,068-98.8% | $292-52.0% |