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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,776 |
BENEFIT FIDUCIARY GROUP LLC4 years Filed as: BENEFIT FIDUACIARY GROUP LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $20,835 |
Service code 10 · EIN 54-0643136 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,940 | $55,415-11.7% | $155,509-68.5% | $74,495-34.3% |
| Participation rate | 86.4% | 61.9%+24.5pp | 78.2%+8.2pp | 67.2%+19.2pp |
| Annual return | 11.12% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $3,158 | $2,267+39.3% | $4,672-32.4% | $2,623+20.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $277 | $1,738-84.1% | $15,912-98.3% | $1,942-85.7% |