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 8-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 | $128,845 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $15,484 |
CETERA ADVISOR NETWORKS LLC8 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $13,559 |
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 | $25,110 | $45,031-44.2% | $85,009-70.5% | $77,671-67.7% |
| Participation rate | 97.3% | 48.7%+48.6pp | 67.5%+29.8pp | 70.6%+26.7pp |
| Annual return | 9.83% | 79.22%-69.4pp | 66.47%-56.6pp | 31.21%-21.4pp |
| Employer contribution / active EE | $2,532 | $1,609+57.4% | $2,728-7.2% | $2,726-7.1% |
| Participant deferral / active EE | $2,725 | $2,807-3.0% | $4,522-39.7% | $4,648-41.4% |
| Admin fee / account holder | $175 | $912-80.8% | $6,153-97.2% | $430-59.3% |