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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,699 |
VENTURE VISIONARY PARTNERS LLC3+ years Service code 27 · EIN 83-4717882 | Advisory (Plan) | $78,748 |
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 | $50,807 | $106,028-52.1% | $146,958-65.4% | $77,643-34.6% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 11.74% | 56.73%-45.0pp | 418.34%-406.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,242 | $4,063-44.8% | $4,933-54.6% | $2,726-17.8% |
| Participant deferral / active EE | $4,552 | $7,990-43.0% | $8,070-43.6% | $4,647-2.1% |
| Admin fee / account holder | $260 | $337-23.1% | $12,998-98.0% | $430-39.7% |