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 | $19,474 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,643 | $101,317-13.5% | $146,958-40.4% | $74,495+17.6% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 13.95% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,754 | $3,810-54.0% | $4,933-64.4% | $2,623-33.1% |
| Participant deferral / active EE | $4,991 | $7,303-31.7% | $8,070-38.2% | $4,346+14.8% |
| Admin fee / account holder | $106 | $1,739-93.9% | $12,998-99.2% | $1,942-94.5% |