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 10-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,961 |
Service code 49 · EIN 87-3599091 | Other Services | $13,265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,765 | $81,908-20.9% | $90,749-28.6% | $64,808-0.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -11.78% | -12.53%+0.8pp | -12.16%+0.4pp | 32.82%-44.6pp |
| Employer contribution / active EE | $3,736 | $3,065+21.9% | $2,921+27.9% | $2,506+49.1% |
| Participant deferral / active EE | $3,185 | $4,840-34.2% | $4,564-30.2% | $4,310-26.1% |
| Admin fee / account holder | $137 | $157-12.6% | $8,445-98.4% | $188-26.9% |