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 Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 P.O. BOX 9394 · DESMOINES, IA 503069394 | Contract Administrator | $16,001 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 49 | Other Services | $11,175 |
Service code 49 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 021165010 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $117,146 | $77,660+50.8% | $109,143+7.3% | $79,386+47.6% |
| Participation rate | 43.7% | 67.8%-24.1pp | 75.9%-32.2pp | 70.7%-27.0pp |
| Annual return | 11.72% | 23.44%-11.7pp | 25.75%-14.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,953 | $3,518+69.3% | $4,653+27.9% | $4,046+47.2% |
| Admin fee / account holder | $263 | $732-64.1% | $6,752-96.1% | $626-58.0% |