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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,107 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 · EIN 56-0223230 | Advisory (Plan) | $12,127 |
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 | $14,986 | $40,385-62.9% | $80,569-81.4% | $74,419-79.9% |
| Participation rate | 50.0% | 47.4%+2.6pp | 67.0%-17.0pp | 70.7%-20.7pp |
| Annual return | 19.41% | 164.85%-145.4pp | 935.43%-916.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $970 | $2,674-63.7% | $4,447-78.2% | $4,528-78.6% |
| Admin fee / account holder | $146 | $720-79.7% | $5,377-97.3% | $348-58.1% |