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 |
|---|---|---|
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $56,091 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,834 | $52,525-1.3% | $117,472-55.9% | $77,904-33.5% |
| Participation rate | 18.9% | 61.6%-42.7pp | 70.6%-51.7pp | 73.7%-54.8pp |
| Annual return | -7.91% | -13.76%+5.9pp | 29.74%-37.6pp | 12.21%-20.1pp |
| Employer contribution / active EE | $582 | $2,166-73.1% | $4,176-86.1% | $2,848-79.6% |
| Participant deferral / active EE | $1,189 | $3,087-61.5% | $4,070-70.8% | $4,806-75.2% |
| Admin fee / account holder | $140 | $99+41.2% | $5,645-97.5% | $133+5.8% |