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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,344 |
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 | $31,056 | $21,965+41.4% | $59,496-47.8% | $59,188-47.5% |
| Participation rate | 43.4% | 32.6%+10.9pp | 54.6%-11.1pp | 69.4%-26.0pp |
| Annual return | 11.17% | 22.15%-11.0pp | 182.05%-170.9pp | 5.51%+5.7pp |
| Employer contribution / active EE | $822 | $316+159.9% | $1,153-28.7% | $2,098-60.8% |
| Participant deferral / active EE | $1,617 | $732+120.9% | $1,829-11.6% | $3,265-50.5% |
| Admin fee / account holder | $28 | $74-62.5% | $2,232-98.8% | $92-69.8% |