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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,478 |
Filed as: SECURIAN FINANCIAL SERVICES, INC Service code 27 | Advisory (Plan) | $6,957 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,255 | $79,694-73.3% | $96,139-77.9% | $79,386-73.2% |
| Participation rate | 37.0% | 54.0%-17.0pp | 68.4%-31.4pp | 70.7%-33.7pp |
| Annual return | 9.55% | 40.84%-31.3pp | 191.94%-182.4pp | 116.85%-107.3pp |
| Employer contribution / active EE | $754 | $1,443-47.7% | $2,797-73.0% | $2,427-68.9% |
| Participant deferral / active EE | $1,847 | $2,539-27.2% | $4,349-57.5% | $4,046-54.3% |
| Admin fee / account holder | $333 | $630-47.2% | $5,537-94.0% | $626-46.9% |