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 37 · EIN 35-0145825 | Loan Processing | $782 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $243 |
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 | $43,689 | $58,879-25.8% | $178,490-75.5% | $73,488-40.5% |
| Participation rate | 45.7% | 66.2%-20.5pp | 81.9%-36.2pp | 70.7%-24.9pp |
| Annual return | 11.71% | 24.86%-13.2pp | 151.07%-139.4pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,020 | $2,236-54.4% | $5,011-79.7% | $2,270-55.1% |
| Participant deferral / active EE | $1,117 | $2,567-56.5% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $4 | $400-98.9% | $13,984-100.0% | $513-99.1% |