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 | $2,700 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,584 | $25,302+171.1% | $74,701-8.2% | $67,579+1.5% |
| Participation rate | 22.7% | 37.8%-15.1pp | 54.5%-31.8pp | 71.3%-48.6pp |
| Annual return | 24.64% | 10291.17%-10266.5pp | 752.92%-728.3pp | 378.56%-353.9pp |
| Employer contribution / active EE | $410 | $446-8.2% | $1,084-62.2% | $2,148-80.9% |
| Participant deferral / active EE | $756 | $954-20.8% | $1,964-61.5% | $3,539-78.6% |
| Admin fee / account holder | $16 | $108-85.6% | $3,333-99.5% | $142-89.1% |