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 | $1,730 |
TBS AGENCY INC2 years Service code 49 · EIN 52-1473914 | Other Services | $1,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,110 | $54,229-15.0% | $70,092-34.2% | $68,494-32.7% |
| Participation rate | 44.1% | 64.5%-20.4pp | 70.5%-26.4pp | 67.9%-23.8pp |
| Annual return | -11.84% | -13.87%+2.0pp | 190.73%-202.6pp | -7.84%-4.0pp |
| Employer contribution / active EE | $634 | $2,018-68.6% | $2,559-75.2% | $2,596-75.6% |
| Participant deferral / active EE | $1,372 | $2,956-53.6% | $3,849-64.3% | $4,027-65.9% |
| Admin fee / account holder | $35 | $4,694-99.3% | $6,267-99.4% | $5,403-99.4% |