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 | $87,438 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
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 | $45,745 | $52,293-12.5% | $178,490-74.4% | $73,409-37.7% |
| Participation rate | 67.7% | 65.3%+2.4pp | 81.9%-14.2pp | 72.2%-4.5pp |
| Annual return | 16.94% | 34.75%-17.8pp | 151.07%-134.1pp | 59.29%-42.4pp |
| Employer contribution / active EE | $867 | $1,735-50.1% | $5,011-82.7% | $2,234-61.2% |
| Participant deferral / active EE | $3,012 | $2,332+29.1% | $5,202-42.1% | $3,805-20.9% |
| Admin fee / account holder | $141 | $127+10.8% | $13,984-99.0% | $158-10.6% |