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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $27,160 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,881 |
Employer contribution per participant 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 | $87,145 | $66,813+30.4% | $100,516-13.3% | $73,488+18.6% |
| Participation rate | 84.0% | 77.5%+6.6pp | 79.4%+4.6pp | 70.7%+13.4pp |
| Annual return | 16.23% | 25.70%-9.5pp | 30.89%-14.7pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,480 | $5,883-23.8% | $6,270-28.5% | $3,740+19.8% |
| Admin fee / account holder | $21 | $512-95.9% | $8,081-99.7% | $513-96.0% |