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 7-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 | $45,523 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $12,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,450 | $69,823-47.8% | $77,163-52.8% | $74,419-51.0% |
| Participation rate | 33.5% | 70.0%-36.5pp | 69.6%-36.1pp | 70.7%-37.2pp |
| Annual return | 27.28% | 19.98%+7.3pp | 37.87%-10.6pp | 34.38%-7.1pp |
| Employer contribution / active EE | $884 | $2,150-58.9% | $2,535-65.1% | $2,637-66.5% |
| Participant deferral / active EE | $1,672 | $3,558-53.0% | $3,833-56.4% | $4,528-63.1% |
| Admin fee / account holder | $263 | $398-33.8% | $5,472-95.2% | $348-24.4% |