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 | $5,437 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,004 | $76,050-79.0% | $96,544-83.4% | $71,457-77.6% |
| Participation rate | 95.9% | 74.4%+21.5pp | 76.0%+19.9pp | 67.9%+28.0pp |
| Annual return | 14.31% | 22.81%-8.5pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,115 | $2,244-50.3% | $2,965-62.4% | $2,588-56.9% |
| Participant deferral / active EE | $2,706 | $4,215-35.8% | $4,851-44.2% | $4,289-36.9% |
| Admin fee / account holder | $18 | $2,707-99.3% | $8,252-99.8% | $1,587-98.8% |