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 | $38,770 |
CETERA ADVISOR NETWORKS LLC10+ years Service code 49 · EIN 95-3845382 | Other Services | $18,553 |
Annual investment return 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 | $39,984 | $60,323-33.7% | $81,812-51.1% | $74,495-46.3% |
| Participation rate | 87.8% | 62.9%+24.9pp | 72.3%+15.5pp | 67.2%+20.6pp |
| Annual return | 6.70% | 16.90%-10.2pp | 773.79%-767.1pp | 1364.94%-1358.2pp |
| Employer contribution / active EE | $1,711 | $2,620-34.7% | $2,912-41.2% | $2,623-34.8% |
| Participant deferral / active EE | $2,464 | $3,387-27.3% | $4,319-42.9% | $4,346-43.3% |
| Admin fee / account holder | $288 | $1,486-80.6% | $7,386-96.1% | $1,942-85.1% |