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 7-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 | $101,578 |
RBC WEALTH MANAGEMENT5 years Service code 16 · EIN 41-1416330 | Consulting | $24,500 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 49 · EIN 38-2492570 | Other Services | $15,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,303 | $88,890+30.8% | $102,423+13.6% | $77,643+49.8% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.5%+21.6pp | 70.6%+27.6pp |
| Annual return | 15.58% | 24.98%-9.4pp | 29.32%-13.7pp | 31.24%-15.7pp |
| Employer contribution / active EE | $7,867 | $2,698+191.6% | $3,023+160.2% | $2,726+188.6% |
| Participant deferral / active EE | $9,149 | $5,145+77.8% | $5,053+81.1% | $4,647+96.9% |
| Admin fee / account holder | $170 | $235-27.7% | $9,451-98.2% | $430-60.5% |