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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,309 |
CETERA ADVISOR NETWORKS LLC2 years Service code 49 · EIN 95-3845382 | Other Services | $8,624 |
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 | $28,878 | $46,722-38.2% | $130,648-77.9% | $65,185-55.7% |
| Participation rate | 48.0% | 60.9%-13.0pp | 71.7%-23.8pp | 70.2%-22.2pp |
| Annual return | 32.01% | 24.17%+7.8pp | 1708.96%-1676.9pp | 29.38%+2.6pp |
| Employer contribution / active EE | $1,181 | $1,488-20.6% | $4,092-71.1% | $2,177-45.7% |
| Participant deferral / active EE | $2,275 | $2,545-10.6% | $3,603-36.8% | $3,514-35.2% |
| Admin fee / account holder | $177 | $453-61.0% | $5,464-96.8% | $847-79.2% |