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 | $109,912 |
Service code 49 · EIN 74-2794194 | Other Services | $29,578 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,905 | $56,485-50.6% | $185,823-85.0% | $86,799-67.9% |
| Participation rate | 82.8% | 65.5%+17.3pp | 81.7%+1.1pp | 72.3%+10.5pp |
| Annual return | 11.40% | 118.04%-106.6pp | 122.05%-110.6pp | 97.91%-86.5pp |
| Employer contribution / active EE | $844 | $1,843-54.2% | $5,167-83.7% | $2,405-64.9% |
| Participant deferral / active EE | $3,337 | $2,553+30.7% | $5,568-40.1% | $4,131-19.2% |
| Admin fee / account holder | $143 | $150-4.2% | $16,237-99.1% | $170-15.5% |