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 | $24,043 |
STRATEGIES WEALTH ADVISORS3+ years Service code 27 · EIN 46-1428191 | Advisory (Plan) | $15,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,319 | $87,870-34.8% | $113,168-49.4% | $74,304-22.9% |
| Participation rate | 92.4% | 70.7%+21.7pp | 76.6%+15.9pp | 60.3%+32.1pp |
| Annual return | 28.53% | 26.44%+2.1pp | 24.27%+4.3pp | 29.43%-0.9pp |
| Employer contribution / active EE | $701 | $2,277-69.2% | $2,975-76.4% | $2,241-68.7% |
| Participant deferral / active EE | $4,939 | $4,241+16.5% | $5,107-3.3% | $3,767+31.1% |
| Admin fee / account holder | $274 | $3,368-91.9% | $12,068-97.7% | $2,969-90.8% |