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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,149 |
BENEFIT FIDUCIARY GROUP LLC3 years Filed as: BENEFIT FIDUACIARY GROUP LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $20,469 |
Annual investment return 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 | $45,324 | $61,272-26.0% | $149,673-69.7% | $71,457-36.6% |
| Participation rate | 90.5% | 62.5%+28.0pp | 78.8%+11.8pp | 67.9%+22.6pp |
| Annual return | 9.14% | 35.85%-26.7pp | 134.42%-125.3pp | 28.85%-19.7pp |
| Employer contribution / active EE | $3,537 | $2,378+48.7% | $4,818-26.6% | $2,588+36.7% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $260 | $1,261-79.3% | $13,210-98.0% | $1,587-83.6% |