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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,262 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $17,473 |
Filed as: LOCKTON INVESTMENT SECURITIES, LLC Service code 49 · EIN 20-3247391 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,514 | $100,801-48.9% | $149,696-65.6% | $73,409-29.8% |
| Participation rate | 70.0% | 77.7%-7.7pp | 82.5%-12.5pp | 72.2%-2.1pp |
| Annual return | 118.81% | 265.34%-146.5pp | 276.60%-157.8pp | 59.29%+59.5pp |
| Employer contribution / active EE | $2,955 | $3,312-10.8% | $4,644-36.4% | $2,234+32.3% |
| Participant deferral / active EE | $6,255 | $6,404-2.3% | $6,842-8.6% | $3,805+64.4% |
| Admin fee / account holder | $218 | $181+20.6% | $9,309-97.7% | $158+38.1% |