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 COMPANY4+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 P.O. BOX 9394 · DESMOINES, IA 503069394 | Contract Administrator | $10,824 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 49 | Other Services | $8,329 |
Service code 49 · EIN 93-0987232 197 CLARENDON STREET · BOSTON, MA 021165010 | Other Services | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,937 | $63,114+52.0% | $92,893+3.3% | $65,185+47.2% |
| Participation rate | 35.1% | 68.8%-33.7pp | 76.0%-40.9pp | 70.2%-35.1pp |
| Annual return | 18.48% | 28.75%-10.3pp | 109.41%-90.9pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,180 | $3,108+34.5% | $4,236-1.3% | $3,514+19.0% |
| Admin fee / account holder | $218 | $624-65.1% | $5,794-96.2% | $847-74.3% |