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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,138 |
BENEFIT FIDUCIARY GROUP LLC6 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $21,427 |
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 | $44,604 | $49,915-10.6% | $154,803-71.2% | $74,304-40.0% |
| Participation rate | 90.7% | 54.0%+36.8pp | 78.1%+12.7pp | 60.3%+30.4pp |
| Annual return | 9.79% | 34.06%-24.3pp | 58.88%-49.1pp | 29.43%-19.6pp |
| Employer contribution / active EE | $4,240 | $1,611+163.2% | $4,305-1.5% | $2,241+89.2% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $249 | $2,189-88.6% | $14,329-98.3% | $2,969-91.6% |