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 | $210,485 |
CADENCE BANK1 year Filed as: CADENCE INSURANCE, INC. Service code 49 · EIN 72-1381997 | Other Services | $39,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,782 | $136,266-61.3% | $90,749-41.8% | $77,904-32.2% |
| Participation rate | 81.7% | 86.6%-4.9pp | 75.7%+6.1pp | 73.7%+8.1pp |
| Annual return | -14.15% | -11.32%-2.8pp | -12.16%-2.0pp | 12.21%-26.4pp |
| Employer contribution / active EE | $2,381 | $4,215-43.5% | $2,921-18.5% | $2,848-16.4% |
| Participant deferral / active EE | $3,985 | $6,353-37.3% | $4,564-12.7% | $4,806-17.1% |
| Admin fee / account holder | $177 | $399-55.7% | $8,445-97.9% | $133+33.4% |