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 | $7,389 |
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 | $19,252 | $50,637-62.0% | $86,590-77.8% | $62,292-69.1% |
| Participation rate | 39.3% | 67.9%-28.6pp | 73.5%-34.3pp | 69.5%-30.2pp |
| Annual return | 14.66% | 20.80%-6.1pp | 964.84%-950.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $419 | $2,075-79.8% | $2,839-85.2% | $2,042-79.5% |
| Participant deferral / active EE | $1,033 | $2,611-60.4% | $3,609-71.4% | $3,169-67.4% |
| Admin fee / account holder | $119 | $413-71.2% | $4,906-97.6% | $479-75.1% |