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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $388,711 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $192,803 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $11,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,654 | $122,186+27.4% | $146,958+5.9% | $199,593-22.0% |
| Participation rate | 97.5% | 78.3%+19.3pp | 82.2%+15.4pp | 72.0%+25.6pp |
| Annual return | 15.83% | 30.56%-14.7pp | 418.34%-402.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $6,549 | $4,093+60.0% | $4,933+32.8% | $3,034+115.9% |
| Participant deferral / active EE | $9,293 | $8,502+9.3% | $8,070+15.2% | $5,087+82.7% |
| Admin fee / account holder | $279 | $179+56.0% | $12,998-97.9% | $269+3.7% |