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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,931 |
AMERITAS LIFE INSURANCE CORP5+ 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 | $76,246 | $45,073+69.2% | $69,455+9.8% | $72,985+4.5% |
| Participation rate | 23.8% | 68.5%-44.7pp | 74.6%-50.8pp | 69.5%-45.7pp |
| Annual return | 22.59% | 22.65%-0.1pp | 28.97%-6.4pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,792 | $2,054+133.3% | $2,779+72.4% | $2,440+96.4% |
| Participant deferral / active EE | $10,973 | $2,602+321.8% | $3,535+210.4% | $3,607+204.2% |
| Admin fee / account holder | $16 | $3,056-99.5% | $3,839-99.6% | $5,124-99.7% |