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 10-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $333,528 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $30,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $35,550 | $71,142-50.0% | $119,609-70.3% | $64,808-45.1% |
| Participation rate | 39.5% | 78.6%-39.1pp | 79.3%-39.8pp | 71.5%-32.0pp |
| Annual return | -16.56% | -10.01%-6.5pp | -14.97%-1.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $958 | $4,490-78.7% | $5,602-82.9% | $4,310-77.8% |
| Admin fee / account holder | $277 | $162+71.1% | $10,323-97.3% | $188+47.8% |