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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,709 |
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,831 | $92,971-55.0% | $96,683-56.7% | $74,419-43.8% |
| Participation rate | 87.2% | 71.5%+15.6pp | 74.3%+12.8pp | 70.7%+16.5pp |
| Annual return | 17.42% | 37.49%-20.1pp | 35.69%-18.3pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,687 | $3,426-50.7% | $3,737-54.8% | $2,637-36.0% |
| Participant deferral / active EE | $3,401 | $3,970-14.3% | $4,878-30.3% | $4,528-24.9% |
| Admin fee / account holder | $229 | $633-63.9% | $6,730-96.6% | $348-34.3% |