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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,338 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,015 | $73,638+45.3% | $95,952+11.5% | $73,488+45.6% |
| Participation rate | 36.9% | 76.2%-39.2pp | 77.1%-40.1pp | 70.7%-33.7pp |
| Annual return | 11.54% | 16.78%-5.2pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,030 | $3,617-43.9% | $4,167-51.3% | $3,740-45.7% |
| Admin fee / account holder | $20 | $482-95.8% | $6,795-99.7% | $513-96.0% |