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 9-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 | $140,305 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-4133685 | Advisory (Plan) | $45,895 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,375 | $118,337-66.7% | $189,513-79.2% | $93,030-57.7% |
| Participation rate | 96.5% | 89.1%+7.4pp | 87.8%+8.7pp | 73.9%+22.6pp |
| Annual return | 26.07% | 21.77%+4.3pp | 555.15%-529.1pp | 158.70%-132.6pp |
| Employer contribution / active EE | $1,321 | $4,204-68.6% | $6,162-78.6% | $2,706-51.2% |
| Participant deferral / active EE | $7,953 | $7,123+11.7% | $8,221-3.3% | $4,562+74.3% |
| Admin fee / account holder | $124 | $100+24.8% | $12,045-99.0% | $152-18.0% |