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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,455 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,792 |
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 | $87,256 | $104,475-16.5% | $159,436-45.3% | $79,386+9.9% |
| Participation rate | 98.4% | 76.6%+21.8pp | 82.8%+15.6pp | 70.7%+27.7pp |
| Annual return | 13.25% | 67.95%-54.7pp | 263.57%-250.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,422 | $3,417-58.4% | $4,829-70.6% | $2,427-41.4% |
| Participant deferral / active EE | $3,957 | $6,467-38.8% | $7,352-46.2% | $4,046-2.2% |
| Admin fee / account holder | $178 | $711-74.9% | $10,799-98.3% | $626-71.5% |