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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,197 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,186 | $49,915-75.6% | $154,803-92.1% | $74,304-83.6% |
| Participation rate | 83.1% | 54.0%+29.1pp | 78.1%+5.0pp | 60.3%+22.7pp |
| Annual return | 14.06% | 34.06%-20.0pp | 58.88%-44.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $803 | $1,611-50.2% | $4,305-81.4% | $2,241-64.2% |
| Participant deferral / active EE | $2,609 | $2,255+15.7% | $5,540-52.9% | $3,767-30.8% |
| Admin fee / account holder | $113 | $2,189-94.8% | $14,329-99.2% | $2,969-96.2% |