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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,840 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,700 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,011 | $121,341-34.9% | $189,513-58.3% | $79,386-0.5% |
| Participation rate | 80.2% | 86.1%-5.9pp | 87.8%-7.6pp | 70.7%+9.5pp |
| Annual return | 22.16% | 21.08%+1.1pp | 555.15%-533.0pp | 116.85%-94.7pp |
| Employer contribution / active EE | $2,184 | $3,915-44.2% | $6,162-64.6% | $2,427-10.0% |
| Participant deferral / active EE | $4,800 | $6,395-24.9% | $8,221-41.6% | $4,046+18.6% |
| Admin fee / account holder | $263 | $651-59.6% | $12,045-97.8% | $626-58.0% |