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 | $141,797 |
BENEFIT FIDUCIARY GROUP LLC2 years Filed as: BENEFIT FIDUACIARY GROUP LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $24,632 |
Service code 21 · EIN 54-0988560 | Bank Trustee | $5,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,626 | $65,061-42.2% | $143,757-73.8% | $66,914-43.8% |
| Participation rate | 89.4% | 65.2%+24.3pp | 80.3%+9.1pp | 69.8%+19.6pp |
| Annual return | -12.49% | -11.14%-1.4pp | -0.04%-12.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $3,028 | $2,361+28.3% | $4,951-38.8% | $2,544+19.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $263 | $502-47.6% | $14,673-98.2% | $593-55.7% |