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 |
|---|---|---|
Service code 13 · EIN 13-5674085 | Contract Administrator | $13,902 |
Filed as: PRINCIAL LIFE INSURANCE COMPANY Service code 17 · EIN 42-0127290 | Pension Consulting | $2,317 |
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 | $14,835 | $56,317-73.7% | $71,209-79.2% | $74,304-80.0% |
| Participation rate | 95.3% | 55.1%+40.2pp | 73.8%+21.6pp | 60.3%+35.0pp |
| Annual return | 4.71% | 42.83%-38.1pp | 282.51%-277.8pp | 29.43%-24.7pp |
| Employer contribution / active EE | $2,174 | $2,160+0.7% | $2,721-20.1% | $2,241-3.0% |
| Participant deferral / active EE | $1,433 | $2,788-48.6% | $4,175-65.7% | $3,767-62.0% |
| Admin fee / account holder | $79 | $2,290-96.5% | $5,349-98.5% | $2,969-97.3% |