Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $55,655 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $20,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,929 | $101,499+43.8% | $147,005-0.7% | $74,546+95.8% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 16.03% | 8732.34%-8716.3pp | 418.76%-402.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $3,255 | $3,811-14.6% | $4,934-34.0% | $2,624+24.0% |
| Participant deferral / active EE | $15,307 | $7,304+109.6% | $8,070+89.7% | $4,347+252.1% |
| Admin fee / account holder | $259 | $1,748-85.2% | $13,006-98.0% | $1,944-86.7% |