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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,814 |
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 | $24,523 | $31,388-21.9% | $73,545-66.7% | $62,292-60.6% |
| Participation rate | 60.9% | 39.9%+21.1pp | 54.9%+6.0pp | 69.5%-8.6pp |
| Annual return | 16.60% | 25.34%-8.7pp | -15.16%+31.8pp | 28.90%-12.3pp |
| Employer contribution / active EE | $377 | $498-24.3% | $1,219-69.1% | $2,042-81.5% |
| Participant deferral / active EE | $1,630 | $1,028+58.5% | $1,806-9.8% | $3,169-48.6% |
| Admin fee / account holder | $153 | $299-49.0% | $2,320-93.4% | $479-68.1% |