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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,125 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORK LLC Service code 49 · EIN 95-3845382 | Other Services | $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 | $28,571 | $37,213-23.2% | $156,549-81.7% | $63,975-55.3% |
| Participation rate | 45.1% | 65.0%-19.9pp | 84.0%-38.9pp | 71.1%-26.0pp |
| Annual return | 64.63% | 47.89%+16.7pp | 32.23%+32.4pp | 48.65%+16.0pp |
| Employer contribution / active EE | $610 | $1,357-55.0% | $5,501-88.9% | $2,182-72.0% |
| Participant deferral / active EE | $586 | $2,070-71.7% | $4,871-88.0% | $3,356-82.5% |
| Admin fee / account holder | $18 | $56-67.5% | $13,027-99.9% | $70-74.0% |