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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $27,098 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $12,379 |
Filed as: RETIREMENT PLANNERS AND ADMINISTRAT Service code 13 · EIN 62-1038805 | Contract Administrator | $4,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,116 | $60,323-40.1% | $81,812-55.9% | $74,495-51.5% |
| Participation rate | 73.6% | 62.9%+10.8pp | 72.3%+1.3pp | 67.2%+6.4pp |
| Annual return | 16.11% | 16.90%-0.8pp | 773.79%-757.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,720 | $2,620-34.3% | $2,912-40.9% | $2,623-34.4% |
| Participant deferral / active EE | $2,832 | $3,387-16.4% | $4,319-34.4% | $4,346-34.8% |
| Admin fee / account holder | $237 | $1,486-84.1% | $7,386-96.8% | $1,942-87.8% |