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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $270,799 |
MAULDIN & JENKINS7 years Filed as: MAULDIN AND JENKINS Service code 10 · EIN 58-0692043 | Accounting | $11,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,575 | $112,686-30.3% | $169,993-53.8% | $80,160-2.0% |
| Participation rate | 96.7% | 87.4%+9.3pp | 87.0%+9.7pp | 72.9%+23.8pp |
| Annual return | 17.41% | 67.04%-49.6pp | 53.37%-36.0pp | 40.38%-23.0pp |
| Employer contribution / active EE | $2,697 | $4,481-39.8% | $6,785-60.2% | $2,978-9.4% |
| Participant deferral / active EE | $7,254 | $7,876-7.9% | $10,408-30.3% | $5,017+44.6% |
| Admin fee / account holder | $80 | $99-19.0% | $12,815-99.4% | $145-44.6% |