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 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,929 | $101,317+44.0% | $146,958-0.7% | $74,495+95.9% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 16.03% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,255 | $3,810-14.6% | $4,933-34.0% | $2,623+24.1% |
| Participant deferral / active EE | $15,307 | $7,303+109.6% | $8,070+89.7% | $4,346+252.2% |
| Admin fee / account holder | $259 | $1,739-85.1% | $12,998-98.0% | $1,942-86.7% |