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 8-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 COMPANY1+ years Service code 50 · EIN 42-0127290 | Direct Payment | $7,116 |
Filed as: IFP ADVISORS, INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,327 |
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 | $21,848 | $76,000-71.3% | $154,107-85.8% | $64,186-66.0% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $526 | $3,351-84.3% | $5,298-90.1% | $2,381-77.9% |
| Participant deferral / active EE | $1,010 | $3,175-68.2% | $5,081-80.1% | $3,470-70.9% |
| Admin fee / account holder | $94 | $5,596-98.3% | $13,411-99.3% | $4,888-98.1% |