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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $19,651 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $212,827 | $136,307+56.1% | $177,821+19.7% | $73,488+189.6% |
| Participation rate | 67.3% | 86.1%-18.8pp | 87.7%-20.4pp | 70.7%-3.4pp |
| Annual return | 13.88% | 18.68%-4.8pp | 48.32%-34.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,050 | $3,712-17.8% | $5,918-48.5% | $2,270+34.3% |
| Participant deferral / active EE | $10,749 | $5,829+84.4% | $7,714+39.3% | $3,740+187.5% |
| Admin fee / account holder | $99 | $596-83.4% | $12,427-99.2% | $513-80.7% |