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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,121 |
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,078 | $64,119-42.2% | $112,228-67.0% | $66,914-44.6% |
| Participation rate | 94.0% | 68.5%+25.5pp | 75.1%+18.9pp | 69.8%+24.2pp |
| Annual return | -17.31% | -13.81%-3.5pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,994 | $3,005-33.7% | $3,635-45.1% | $2,544-21.6% |
| Participant deferral / active EE | $3,664 | $3,693-0.8% | $4,728-22.5% | $4,237-13.5% |
| Admin fee / account holder | $229 | $625-63.3% | $6,410-96.4% | $593-61.3% |