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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,605 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $170,230 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,966 | $124,732+170.2% | $180,183+87.0% | $85,563+293.8% |
| Participation rate | 98.6% | 83.2%+15.4pp | 77.4%+21.2pp | 66.0%+32.6pp |
| Annual return | 14.46% | 17.73%-3.3pp | 27.86%-13.4pp | 31.51%-17.1pp |
| Employer contribution / active EE | $21,048 | $5,370+292.0% | $5,039+317.7% | $2,654+693.2% |
| Participant deferral / active EE | $15,157 | $7,763+95.2% | $6,822+122.2% | $4,375+246.4% |
| Admin fee / account holder | $179 | $294-39.0% | $19,975-99.1% | $834-78.5% |