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 8-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 | $19,879 |
Filed as: SECURIAN FINANCIAL SERVICES, INC Service code 27 | Advisory (Plan) | $5,436 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 27 · EIN 41-1486060 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,072 | $43,133-65.1% | $89,391-83.1% | $73,488-79.5% |
| Participation rate | 29.4% | 55.0%-25.5pp | 68.0%-38.5pp | 70.7%-41.2pp |
| Annual return | 13.61% | 135.66%-122.0pp | 245.62%-232.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $443 | $1,438-69.2% | $2,586-82.9% | $2,270-80.5% |
| Participant deferral / active EE | $1,088 | $2,445-55.5% | $3,890-72.0% | $3,740-70.9% |
| Admin fee / account holder | $285 | $444-35.8% | $4,881-94.2% | $513-44.5% |