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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,932 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,614 | $61,156-87.6% | $185,823-95.9% | $79,386-90.4% |
| Participation rate | 71.9% | 66.6%+5.3pp | 81.7%-9.8pp | 70.7%+1.2pp |
| Annual return | 13.02% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $776 | $2,321-66.6% | $5,167-85.0% | $2,427-68.1% |
| Participant deferral / active EE | $1,076 | $2,789-61.4% | $5,568-80.7% | $4,046-73.4% |
| Admin fee / account holder | $91 | $710-87.2% | $16,237-99.4% | $626-85.5% |