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 | $85,515-33.0% | $112,040-48.8% | $67,986-15.7% |
| Participation rate | 92.4% | 68.2%+24.2pp | 76.5%+15.9pp | 57.2%+35.2pp |
| Annual return | 28.53% | 29.68%-1.1pp | 24.52%+4.0pp | 31.67%-3.1pp |
| Employer contribution / active EE | $701 | $2,191-68.0% | $2,954-76.3% | $2,019-65.3% |
| Participant deferral / active EE | $4,939 | $4,014+23.1% | $5,098-3.1% | $3,358+47.1% |
| Admin fee / account holder | $274 | $3,774-92.7% | $12,098-97.7% | $3,203-91.4% |