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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,062 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $2,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,038 | $104,317+14.1% | $159,436-25.3% | $86,799+37.1% |
| Participation rate | 50.9% | 77.7%-26.8pp | 82.8%-31.9pp | 72.3%-21.4pp |
| Annual return | 15.19% | 26.32%-11.1pp | 263.57%-248.4pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,966 | $3,451-43.0% | $4,829-59.3% | $2,405-18.3% |
| Participant deferral / active EE | $3,942 | $6,837-42.3% | $7,352-46.4% | $4,131-4.6% |
| Admin fee / account holder | $17 | $172-90.1% | $10,799-99.8% | $170-89.9% |