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 | $213,342 |
Service code 13 · EIN 43-1662293 | Contract Administrator | $165,169 |
Service code 29 · EIN 43-1174269 | Legal | $80,760 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,330 |
RUBINBROWN LLP10+ years Service code 10 · EIN 43-0765316 | Accounting | $19,100 |
Service code 10 · EIN 43-1244218 | Accounting | $15,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,120 | $241,101-49.8% | $103,333+17.2% | $199,593-39.3% |
| Participation rate | 95.3% | 78.3%+17.0pp | 74.5%+20.7pp | 72.0%+23.3pp |
| Annual return | 13.18% | 17.80%-4.6pp | 24.88%-11.7pp | 34.25%-21.1pp |
| Employer contribution / active EE | $7,167 | $4,244+68.9% | $3,868+85.3% | $3,034+136.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $139 | $288-51.6% | $8,355-98.3% | $269-48.2% |