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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,986 |
STRATEGIES WEALTH ADVISORS3 years Service code 27 · EIN 46-1428191 | Advisory (Plan) | $26,189 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,793 | $119,446-75.1% | $150,045-80.1% | $85,563-65.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 15.87% | 23.72%-7.9pp | 62.55%-46.7pp | 31.51%-15.6pp |
| Employer contribution / active EE | $3,195 | $4,078-21.7% | $4,693-31.9% | $2,654+20.4% |
| Participant deferral / active EE | $2,440 | $7,985-69.4% | $7,997-69.5% | $4,375-44.2% |
| Admin fee / account holder | $219 | $548-60.1% | $13,435-98.4% | $834-73.8% |