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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,147 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $2,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $102,299 | $100,801+1.5% | $149,696-31.7% | $73,409+39.4% |
| Participation rate | 52.4% | 77.7%-25.3pp | 82.5%-30.0pp | 72.2%-19.7pp |
| Annual return | 13.89% | 265.34%-251.4pp | 276.60%-262.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,840 | $3,312-44.4% | $4,644-60.4% | $2,234-17.6% |
| Participant deferral / active EE | $3,639 | $6,404-43.2% | $6,842-46.8% | $3,805-4.4% |
| Admin fee / account holder | $12 | $181-93.6% | $9,309-99.9% | $158-92.7% |