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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-1520346 | Plan Administrator | $39,507 |
Participant contribution per participant 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 | $84,401 | $91,517-7.8% | $101,248-16.6% | $73,409+15.0% |
| Participation rate | 98.8% | 73.8%+25.0pp | 75.8%+23.0pp | 72.2%+26.6pp |
| Annual return | 21.66% | 17.17%+4.5pp | 46.47%-24.8pp | 59.29%-37.6pp |
| Employer contribution / active EE | $9,437 | $2,877+228.1% | $3,660+157.9% | $2,234+322.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $56 | $216-74.0% | $5,945-99.1% | $158-64.4% |