Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $5,096 |
S B H U LIFE AGENCY INC7 years Service code 49 · EIN 13-2896238 | Other Services | $3,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,241 | $122,239-7.4% | $184,200-38.5% | $74,546+51.9% |
| Participation rate | 64.9% | 85.5%-20.6pp | 86.8%-21.9pp | 67.2%-2.3pp |
| Annual return | 11.68% | 19.95%-8.3pp | 28.80%-17.1pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $2,713 | $4,537-40.2% | $6,424-57.8% | $2,624+3.4% |
| Participant deferral / active EE | $5,473 | $7,139-23.3% | $9,132-40.1% | $4,347+25.9% |
| Admin fee / account holder | $33 | $1,260-97.4% | $13,907-99.8% | $1,944-98.3% |