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 | $37,144 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $1,464 |
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 | $122,990 | $77,660+58.4% | $109,143+12.7% | $79,386+54.9% |
| Participation rate | 95.2% | 67.8%+27.4pp | 75.9%+19.3pp | 70.7%+24.5pp |
| Annual return | 17.24% | 23.44%-6.2pp | 25.75%-8.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $1,114 | $2,797-60.2% | $3,722-70.1% | $2,427-54.1% |
| Participant deferral / active EE | $5,932 | $3,518+68.6% | $4,653+27.5% | $4,046+46.6% |
| Admin fee / account holder | $206 | $732-71.8% | $6,752-96.9% | $626-67.1% |