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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,452 |
Service code 17 · EIN 41-0973005 | Pension Consulting | $21,016 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $6,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,490 | $60,795-49.8% | $69,455-56.1% | $65,185-53.2% |
| Participation rate | 58.9% | 74.9%-16.0pp | 74.6%-15.7pp | 70.2%-11.3pp |
| Annual return | 21.62% | 17.46%+4.2pp | 28.97%-7.3pp | 29.38%-7.8pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,402 | $3,162-24.0% | $3,535-32.1% | $3,514-31.6% |
| Admin fee / account holder | $267 | $314-14.9% | $3,839-93.0% | $847-68.5% |