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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,052 |
Filed as: DUNCAN WILLIAMS ASSET MANAGEMENT LL Service code 27 · EIN 47-3030907 | Advisory (Plan) | $19,195 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,982 | $104,919-34.3% | $116,228-40.6% | $85,563-19.4% |
| Participation rate | 93.5% | 78.6%+14.8pp | 74.6%+18.9pp | 66.0%+27.5pp |
| Annual return | 43.74% | 15.38%+28.4pp | 90.06%-46.3pp | 31.51%+12.2pp |
| Employer contribution / active EE | $2 | $3,485-100.0% | $2,994-99.9% | $2,654-99.9% |
| Participant deferral / active EE | $5,275 | $5,306-0.6% | $4,953+6.5% | $4,375+20.6% |
| Admin fee / account holder | $218 | $429-49.1% | $11,989-98.2% | $834-73.8% |