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 3-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 | $21,027 |
LOREN D. STARK COMPANY2 years Service code 13 · EIN 74-1537058 | Contract Administrator | $8,565 |
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 | $20,382 | $86,944-76.6% | $107,525-81.0% | $74,304-72.6% |
| Participation rate | 91.7% | 59.6%+32.1pp | 75.1%+16.6pp | 60.3%+31.3pp |
| Annual return | 16.54% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $804 | $2,757-70.8% | $3,754-78.6% | $2,241-64.1% |
| Participant deferral / active EE | $2,817 | $3,554-20.7% | $5,116-44.9% | $3,767-25.2% |
| Admin fee / account holder | $187 | $3,727-95.0% | $8,919-97.9% | $2,969-93.7% |