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 | $22,192 |
MUTUAL SECURITIES INC6+ years Service code 49 · EIN 95-3703162 | Other Services | $5,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,015 | $69,362+28.3% | $101,248-12.1% | $73,488+21.1% |
| Participation rate | 86.9% | 68.4%+18.5pp | 75.8%+11.1pp | 70.7%+16.2pp |
| Annual return | 13.07% | 18.46%-5.4pp | 46.47%-33.4pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,414 | $2,628-46.2% | $3,660-61.4% | $2,270-37.7% |
| Participant deferral / active EE | $3,705 | $3,300+12.3% | $4,370-15.2% | $3,740-0.9% |
| Admin fee / account holder | $150 | $704-78.7% | $5,945-97.5% | $513-70.8% |