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 | $5,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,581 | $46,072-29.3% | $70,014-53.5% | $55,167-40.9% |
| Participation rate | 67.2% | 67.5%-0.3pp | 71.8%-4.6pp | 69.0%-1.8pp |
| Annual return | 5.99% | 8.68%-2.7pp | 12.99%-7.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $580 | $1,500-61.3% | $2,338-75.2% | $1,963-70.5% |
| Participant deferral / active EE | $1,480 | $2,344-36.8% | $2,931-49.5% | $3,054-51.5% |
| Admin fee / account holder | $53 | $428-87.7% | $4,380-98.8% | $504-89.5% |