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 27 · EIN 36-3429599 | Advisory (Plan) | $65,796 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,751 | $57,570+9.0% | $121,098-48.2% | $80,160-21.7% |
| Participation rate | 17.6% | 58.8%-41.2pp | 69.5%-51.8pp | 72.9%-55.3pp |
| Annual return | 27.04% | 20.42%+6.6pp | 985.75%-958.7pp | 40.38%-13.3pp |
| Employer contribution / active EE | $587 | $2,119-72.3% | $4,164-85.9% | $2,978-80.3% |
| Participant deferral / active EE | $1,205 | $3,092-61.0% | $4,080-70.5% | $5,017-76.0% |
| Admin fee / account holder | $149 | $121+22.9% | $5,644-97.4% | $145+2.8% |