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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $6,397 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,043 |
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 | $29,244 | $65,703-55.5% | $94,224-69.0% | $59,632-51.0% |
| Participation rate | 69.8% | 72.1%-2.3pp | 78.8%-9.0pp | 68.7%+1.1pp |
| Annual return | -1.13% | 5.22%-6.3pp | 10.68%-11.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $672 | $2,021-66.7% | $3,587-81.3% | $2,203-69.5% |
| Participant deferral / active EE | $1,478 | $3,143-53.0% | $4,320-65.8% | $3,192-53.7% |
| Admin fee / account holder | $23 | $4,264-99.5% | $6,269-99.6% | $4,297-99.5% |