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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,480 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | 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 | $24,226 | $46,173-47.5% | $170,442-85.8% | $69,631-65.2% |
| Participation rate | 47.7% | 63.9%-16.2pp | 83.6%-35.9pp | 70.7%-23.0pp |
| Annual return | 19.88% | 21.62%-1.7pp | 205.93%-186.1pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $377 | $1,610-76.6% | $5,433-93.1% | $2,032-81.5% |
| Participant deferral / active EE | $1,092 | $2,080-47.5% | $4,939-77.9% | $3,224-66.1% |
| Admin fee / account holder | $26 | $116-77.9% | $13,880-99.8% | $110-76.8% |