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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,657 | $50,637-63.2% | $86,590-78.5% | $62,292-70.1% |
| Participation rate | 69.1% | 67.9%+1.2pp | 73.5%-4.4pp | 69.5%-0.4pp |
| Annual return | 15.00% | 20.80%-5.8pp | 964.84%-949.8pp | 28.90%-13.9pp |
| Employer contribution / active EE | $560 | $2,075-73.0% | $2,839-80.3% | $2,042-72.6% |
| Participant deferral / active EE | $1,625 | $2,611-37.8% | $3,609-55.0% | $3,169-48.7% |
| Admin fee / account holder | $78 | $413-81.2% | $4,906-98.4% | $479-83.8% |