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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,327 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,006 | $46,297-35.2% | $71,671-58.1% | $62,292-51.8% |
| Participation rate | 68.8% | 60.6%+8.1pp | 68.7%0pp | 69.5%-0.8pp |
| Annual return | 14.67% | 22.32%-7.7pp | 20.65%-6.0pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,286 | $2,235-42.5% | $3,438-62.6% | $3,169-59.4% |
| Admin fee / account holder | $221 | $461-52.0% | $5,558-96.0% | $479-53.9% |