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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,556 | $58,778+23.4% | $129,207-43.8% | $77,643-6.6% |
| Participation rate | 73.4% | 59.2%+14.1pp | 69.6%+3.8pp | 70.6%+2.8pp |
| Annual return | 18.91% | 24.73%-5.8pp | 9417.33%-9398.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $1,798 | $1,952-7.9% | $4,153-56.7% | $2,726-34.0% |
| Participant deferral / active EE | $2,911 | $3,212-9.4% | $4,168-30.1% | $4,647-37.4% |
| Admin fee / account holder | $13 | $589-97.8% | $7,715-99.8% | $430-96.9% |