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 | $66,862 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,286 | $69,362-49.1% | $101,248-65.1% | $73,488-52.0% |
| Participation rate | 95.1% | 68.4%+26.7pp | 75.8%+19.3pp | 70.7%+24.4pp |
| Annual return | 15.52% | 18.46%-2.9pp | 46.47%-31.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,940 | $2,628-26.2% | $3,660-47.0% | $2,270-14.5% |
| Participant deferral / active EE | $3,439 | $3,300+4.2% | $4,370-21.3% | $3,740-8.0% |
| Admin fee / account holder | $235 | $704-66.6% | $5,945-96.0% | $513-54.2% |