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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,146 |
Service code 49 · EIN 74-2794194 | Other Services | $23,187 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,444 | $52,670+96.4% | $90,404+14.4% | $73,409+40.9% |
| Participation rate | 99.8% | 67.7%+32.2pp | 72.7%+27.1pp | 72.2%+27.6pp |
| Annual return | 15.50% | 20.70%-5.2pp | 1293.02%-1277.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $4,844 | $1,872+158.8% | $3,262+48.5% | $2,234+116.9% |
| Participant deferral / active EE | $4,635 | $2,807+65.1% | $3,963+17.0% | $3,805+21.8% |
| Admin fee / account holder | $177 | $117+51.8% | $5,611-96.8% | $158+12.2% |