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 7-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,072 |
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $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 | $54,851 | $43,327+26.6% | $59,878-8.4% | $64,186-14.5% |
| Participation rate | 52.8% | 69.2%-16.4pp | 74.7%-21.9pp | 69.6%-16.8pp |
| Annual return | -1.90% | -1.55%-0.4pp | 3.46%-5.4pp | 7.63%-9.5pp |
| Employer contribution / active EE | $3,455 | $2,028+70.3% | $2,722+26.9% | $2,381+45.1% |
| Participant deferral / active EE | $7,179 | $2,546+182.0% | $3,402+111.0% | $3,470+106.9% |
| Admin fee / account holder | $16 | $3,005-99.5% | $3,590-99.6% | $4,888-99.7% |