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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,777 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $28,929 | $52,293-44.7% | $178,490-83.8% | $73,409-60.6% |
| Participation rate | 62.5% | 65.3%-2.9pp | 81.9%-19.5pp | 72.2%-9.7pp |
| Annual return | 14.32% | 34.75%-20.4pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $864 | $1,735-50.2% | $5,011-82.7% | $2,234-61.3% |
| Participant deferral / active EE | $1,603 | $2,332-31.3% | $5,202-69.2% | $3,805-57.9% |
| Admin fee / account holder | $72 | $127-43.4% | $13,984-99.5% | $158-54.3% |