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 |
|---|---|---|
Service code 49 · EIN 52-1321340 | Other Services | $5,185 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,073 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,899 | $105,181+6.4% | $159,436-29.8% | $85,850+30.3% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.8%+0.9pp | 69.3%+14.4pp |
| Annual return | 17.41% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $4,221 | $3,318+27.2% | $4,829-12.6% | $2,565+64.6% |
| Participant deferral / active EE | $9,985 | $5,945+68.0% | $7,352+35.8% | $3,952+152.7% |
| Admin fee / account holder | $9 | $6,933-99.9% | $10,799-99.9% | $6,260-99.9% |