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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,893 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,714 | $55,002-55.1% | $59,878-58.7% | $56,287-56.1% |
| Participation rate | 61.2% | 75.9%-14.7pp | 74.7%-13.5pp | 69.9%-8.6pp |
| Annual return | -3.76% | 1.13%-4.9pp | 3.46%-7.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,174 | $2,448-52.0% | $2,722-56.9% | $2,111-44.4% |
| Participant deferral / active EE | $2,082 | $3,121-33.3% | $3,402-38.8% | $3,350-37.8% |
| Admin fee / account holder | $183 | $236-22.5% | $3,590-94.9% | $521-64.9% |