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 27 · EIN 81-0635433 | Advisory (Plan) | $9,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,299 | $45,566+63.1% | $64,105+15.9% | $59,632+24.6% |
| Participation rate | 62.8% | 60.2%+2.6pp | 68.2%-5.4pp | 68.7%-5.9pp |
| Annual return | -0.49% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,034 | $2,057+47.5% | $2,822+7.5% | $3,192-4.9% |
| Admin fee / account holder | $21 | $3,268-99.4% | $4,499-99.5% | $4,297-99.5% |