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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,776 |
REHMANN ROBSON1+ years Filed as: REHMANN GROUP Service code 27 · EIN 38-3567911 | Advisory (Plan) | $9,069 |
VENTURE VISIONARY PARTNERS LLC1+ years Service code 27 · EIN 83-4717882 | Advisory (Plan) | $9,069 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,505 | $82,202-61.7% | $125,339-74.9% | $64,808-51.4% |
| Participation rate | 95.4% | 77.9%+17.5pp | 82.4%+13.0pp | 71.5%+23.9pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $690 | $3,615-80.9% | $4,814-85.7% | $2,506-72.5% |
| Participant deferral / active EE | $1,149 | $7,175-84.0% | $7,446-84.6% | $4,310-73.4% |
| Admin fee / account holder | $68 | $163-58.6% | $10,010-99.3% | $188-64.0% |