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 5-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,888 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 · EIN 56-0223230 | Advisory (Plan) | $11,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,983 | $34,677-65.4% | $77,024-84.4% | $64,808-81.5% |
| Participation rate | 53.3% | 49.8%+3.5pp | 67.9%-14.6pp | 71.5%-18.1pp |
| Annual return | -15.89% | -5.33%-10.6pp | 42.32%-58.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $956 | $2,556-62.6% | $4,426-78.4% | $4,310-77.8% |
| Admin fee / account holder | $143 | $179-19.6% | $5,425-97.4% | $188-23.6% |