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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,957 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 | Advisory (Plan) | $13,487 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,709 | $50,815-27.8% | $155,509-76.4% | $77,643-52.7% |
| Participation rate | 28.4% | 63.1%-34.7pp | 78.2%-49.8pp | 70.6%-42.2pp |
| Annual return | 10.35% | 34.80%-24.5pp | 64.67%-54.3pp | 31.24%-20.9pp |
| Employer contribution / active EE | $385 | $1,993-80.7% | $4,672-91.8% | $2,726-85.9% |
| Participant deferral / active EE | $1,074 | $2,822-61.9% | $5,626-80.9% | $4,647-76.9% |
| Admin fee / account holder | $282 | $437-35.3% | $15,912-98.2% | $430-34.4% |