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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,534 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 · EIN 56-0223230 | Advisory (Plan) | $16,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,168 | $45,031-61.9% | $84,966-79.8% | $77,643-77.9% |
| Participation rate | 48.7% | 48.7%0pp | 67.5%-18.8pp | 70.6%-21.9pp |
| Annual return | 10.26% | 79.22%-69.0pp | 66.38%-56.1pp | 31.24%-21.0pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $993 | $2,807-64.6% | $4,519-78.0% | $4,647-78.6% |
| Admin fee / account holder | $203 | $912-77.7% | $6,149-96.7% | $430-52.8% |