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 5-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $204,752 |
THE BENEFIT PRACTICE3+ years Service code 49 · EIN 13-4144565 | Other Services | $24,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,668 | $82,202+31.0% | $125,339-14.1% | $64,808+66.1% |
| Participation rate | 99.2% | 77.9%+21.3pp | 82.4%+16.8pp | 71.5%+27.8pp |
| Annual return | -13.81% | 3.48%-17.3pp | 572.05%-585.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $6,927 | $3,615+91.6% | $4,814+43.9% | $2,506+176.4% |
| Participant deferral / active EE | $11,147 | $7,175+55.4% | $7,446+49.7% | $4,310+158.6% |
| Admin fee / account holder | $194 | $163+18.8% | $10,010-98.1% | $188+3.2% |