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 | $18,230 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,147 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $22,425 | $54,045-58.5% | $115,157-80.5% | $65,185-65.6% |
| Participation rate | 34.7% | 63.5%-28.9pp | 75.9%-41.2pp | 70.2%-35.5pp |
| Annual return | 20.93% | 26.55%-5.6pp | 35.60%-14.7pp | 29.38%-8.5pp |
| Employer contribution / active EE | $881 | $1,653-46.7% | $3,179-72.3% | $2,177-59.5% |
| Participant deferral / active EE | $1,695 | $2,504-32.3% | $4,168-59.3% | $3,514-51.8% |
| Admin fee / account holder | $180 | $626-71.2% | $7,088-97.5% | $847-78.7% |