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 4-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 Service code 13 · EIN 42-0127290 | Contract Administrator | $93,730 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $31,174 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $19,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,299 | $129,021+25.8% | $184,203-11.9% | $77,643+109.0% |
| Participation rate | 67.2% | 87.3%-20.2pp | 86.8%-19.7pp | 70.6%-3.4pp |
| Annual return | 18.80% | 33.27%-14.5pp | 28.81%-10.0pp | 31.24%-12.4pp |
| Employer contribution / active EE | $2,612 | $4,413-40.8% | $6,427-59.4% | $2,726-4.2% |
| Participant deferral / active EE | $4,870 | $7,297-33.3% | $9,131-46.7% | $4,647+4.8% |
| Admin fee / account holder | $270 | $254+6.3% | $13,901-98.1% | $430-37.3% |