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 | $45,329 |
AON CONSULTING1 year Filed as: AON Service code 27 201 MERRITT 7, SUITE 2 · NORWALK, CT 06851 | Advisory (Plan) | $30,685 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 02-4546768 | Advisory (Plan) | $16,736 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 04-3820844 | Advisory (Plan) | $8,489 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,030 | $65,061-24.6% | $143,757-65.9% | $66,914-26.7% |
| Participation rate | 95.9% | 65.2%+30.7pp | 80.3%+15.5pp | 69.8%+26.0pp |
| Annual return | -14.45% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,574 | $2,361+9.1% | $4,951-48.0% | $2,544+1.2% |
| Participant deferral / active EE | $4,112 | $2,919+40.9% | $5,637-27.1% | $4,237-3.0% |
| Admin fee / account holder | $237 | $502-52.8% | $14,673-98.4% | $593-60.1% |