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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,508 |
SECURITIES AMERICA INC2+ years Filed as: BB&T SECURITIES LLC Service code 49 · EIN 20-5817590 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $35,928 | $39,859-9.9% | $78,689-54.3% | $57,658-37.7% |
| Participation rate | 47.2% | 66.1%-18.9pp | 73.6%-26.4pp | 70.2%-23.0pp |
| Annual return | 5.26% | 18.96%-13.7pp | 62.18%-56.9pp | 5.13%+0.1pp |
| Employer contribution / active EE | $185 | $1,786-89.7% | $2,851-93.5% | $1,974-90.6% |
| Participant deferral / active EE | $1,709 | $2,248-24.0% | $3,517-51.4% | $3,061-44.1% |
| Admin fee / account holder | $29 | $76-62.1% | $4,510-99.4% | $95-69.4% |