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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $253,077 |
BXS INSURANCE INC1 year Service code 49 · EIN 72-1381997 | Other Services | $61,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,075 | $114,195-51.8% | $106,548-48.3% | $93,030-40.8% |
| Participation rate | 88.8% | 86.4%+2.4pp | 76.1%+12.6pp | 73.9%+14.9pp |
| Annual return | 13.94% | 22.18%-8.2pp | 26.80%-12.9pp | 158.70%-144.8pp |
| Employer contribution / active EE | $2,175 | $4,009-45.7% | $2,819-22.8% | $2,706-19.6% |
| Participant deferral / active EE | $3,578 | $5,908-39.4% | $4,398-18.6% | $4,562-21.6% |
| Admin fee / account holder | $184 | $105+76.1% | $7,407-97.5% | $152+21.6% |