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 9-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 | $115,633 |
VISIONPOINT ADVISORY GROUP5 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $65,204 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,931 | $106,236-35.1% | $112,228-38.6% | $64,808+6.4% |
| Participation rate | 95.0% | 71.7%+23.3pp | 75.1%+19.9pp | 71.5%+23.5pp |
| Annual return | -17.95% | -6.02%-11.9pp | 27.45%-45.4pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,578 | $3,166-50.1% | $3,635-56.6% | $2,506-37.0% |
| Participant deferral / active EE | $5,923 | $3,785+56.5% | $4,728+25.3% | $4,310+37.4% |
| Admin fee / account holder | $239 | $452-47.1% | $6,410-96.3% | $188+27.2% |