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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,267 |
FINANCIAL ENGINES2+ years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $16,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,340 | $84,784+27.8% | $98,439+10.1% | $74,419+45.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 20.22% | 20.59%-0.4pp | 21.16%-0.9pp | 34.38%-14.2pp |
| Employer contribution / active EE | $27,661 | $3,364+722.2% | $3,048+807.5% | $2,637+948.8% |
| Participant deferral / active EE | $19,801 | $5,218+279.5% | $4,738+317.9% | $4,528+337.3% |
| Admin fee / account holder | $130 | $204-36.4% | $8,948-98.5% | $348-62.6% |