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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $273,274 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $111,731 |
MAULDIN & JENKINS1 year Service code 10 · EIN 58-0692043 | Accounting | $39,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,440 | $122,693-26.3% | $184,203-50.9% | $199,593-54.7% |
| Participation rate | 96.5% | 86.8%+9.7pp | 86.8%+9.6pp | 72.0%+24.5pp |
| Annual return | 13.95% | 143.91%-130.0pp | 28.81%-14.9pp | 34.25%-20.3pp |
| Employer contribution / active EE | $2,639 | $4,584-42.4% | $6,427-58.9% | $3,034-13.0% |
| Participant deferral / active EE | $7,617 | $7,990-4.7% | $9,131-16.6% | $5,087+49.7% |
| Admin fee / account holder | $94 | $121-22.0% | $13,901-99.3% | $269-65.0% |