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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,550 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,402 | $56,152-54.8% | $185,823-86.3% | $73,409-65.4% |
| Participation rate | 93.1% | 67.6%+25.6pp | 78.0%+15.1pp | 72.2%+21.0pp |
| Annual return | 15.57% | 17.59%-2.0pp | 35.95%-20.4pp | 59.29%-43.7pp |
| Employer contribution / active EE | $2,175 | $1,532+42.0% | $4,087-46.8% | $2,234-2.6% |
| Participant deferral / active EE | $3,906 | $3,659+6.7% | $5,632-30.6% | $3,805+2.6% |
| Admin fee / account holder | $222 | $132+67.9% | $9,500-97.7% | $158+40.4% |