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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,363 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,307 | $50,815-48.2% | $155,509-83.1% | $77,643-66.1% |
| Participation rate | 92.3% | 63.1%+29.2pp | 78.2%+14.1pp | 70.6%+21.7pp |
| Annual return | 12.03% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,008 | $1,993+0.8% | $4,672-57.0% | $2,726-26.3% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $97 | $437-77.8% | $15,912-99.4% | $430-77.4% |