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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $161,999 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,942 | $92,303+21.3% | $152,466-26.6% | $86,799+29.0% |
| Participation rate | 96.6% | 81.1%+15.5pp | 78.2%+18.4pp | 72.3%+24.3pp |
| Annual return | 14.13% | 531.69%-517.6pp | 757.33%-743.2pp | 97.91%-83.8pp |
| Employer contribution / active EE | $3,641 | $3,748-2.8% | $4,327-15.8% | $2,405+51.4% |
| Participant deferral / active EE | $7,524 | $5,599+34.4% | $5,820+29.3% | $4,131+82.1% |
| Admin fee / account holder | $185 | $150+23.4% | $15,805-98.8% | $170+9.1% |