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 | $5,997 |
S B H U LIFE AGENCY INC7+ years Service code 49 · EIN 13-2896238 | Other Services | $2,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,082 | $77,660+92.0% | $109,143+36.6% | $79,386+87.8% |
| Participation rate | 96.7% | 67.8%+28.9pp | 75.9%+20.8pp | 70.7%+26.0pp |
| Annual return | 11.96% | 23.44%-11.5pp | 25.75%-13.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,862 | $2,797-33.4% | $3,722-50.0% | $2,427-23.3% |
| Participant deferral / active EE | $6,880 | $3,518+95.6% | $4,653+47.9% | $4,046+70.1% |
| Admin fee / account holder | $44 | $732-94.0% | $6,752-99.3% | $626-93.0% |