See peer percentile detail. $4.99 for your first month.
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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 | $7,282 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $2,637 |
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 | $91,556 | $88,122+3.9% | $141,162-35.1% | $67,579+35.5% |
| Participation rate | 53.1% | 76.5%-23.4pp | 82.5%-29.4pp | 71.3%-18.2pp |
| Annual return | 21.55% | 75.40%-53.9pp | 71.39%-49.8pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,862 | $3,224-42.3% | $4,735-60.7% | $2,148-13.3% |
| Participant deferral / active EE | $3,471 | $5,958-41.7% | $6,709-48.3% | $3,539-1.9% |
| Admin fee / account holder | $21 | $131-84.1% | $10,261-99.8% | $142-85.4% |