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 3-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 13 · EIN 42-0127290 | Contract Administrator | $13,683 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $4,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,081 | $59,107-11.9% | $86,436-39.7% | $68,494-24.0% |
| Participation rate | 57.3% | 75.2%-18.0pp | 80.3%-23.0pp | 67.9%-10.6pp |
| Annual return | 75.04% | -0.23%+75.3pp | 4394.89%-4319.9pp | -7.84%+82.9pp |
| Employer contribution / active EE | $844 | $2,519-66.5% | $3,769-77.6% | $2,596-67.5% |
| Participant deferral / active EE | $5,894 | $5,901-0.1% | $6,952-15.2% | $4,027+46.4% |
| Admin fee / account holder | $257 | $5,637-95.4% | $6,731-96.2% | $5,403-95.2% |