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 | $23,844 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,524 | $91,407-11.9% | $135,903-40.7% | $71,457+12.7% |
| Participation rate | 97.5% | 75.7%+21.8pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 17.75% | 29.90%-12.1pp | 68.23%-50.5pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,723 | $3,703-53.5% | $4,856-64.5% | $2,588-33.4% |
| Participant deferral / active EE | $4,658 | $7,092-34.3% | $7,758-40.0% | $4,289+8.6% |
| Admin fee / account holder | $134 | $1,266-89.4% | $10,762-98.8% | $1,587-91.6% |