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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,691 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,952 | $84,487-14.8% | $125,339-42.6% | $66,914+7.5% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -16.95% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,666 | $3,553-53.1% | $4,814-65.4% | $2,544-34.5% |
| Participant deferral / active EE | $4,114 | $6,781-39.3% | $7,446-44.7% | $4,237-2.9% |
| Admin fee / account holder | $133 | $685-80.5% | $10,010-98.7% | $593-77.5% |