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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,527 |
VISIONPOINT ADVISORY GROUP7 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $67,340 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,511 | $82,917-13.8% | $103,333-30.8% | $77,643-7.9% |
| Participation rate | 97.0% | 71.6%+25.4pp | 74.5%+22.5pp | 70.6%+26.4pp |
| Annual return | 13.20% | 19.13%-5.9pp | 24.88%-11.7pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,633 | $3,552-54.0% | $3,868-57.8% | $2,726-40.1% |
| Participant deferral / active EE | $6,234 | $4,108+51.7% | $5,057+23.3% | $4,647+34.1% |
| Admin fee / account holder | $223 | $638-65.0% | $8,355-97.3% | $430-48.2% |