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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,372 |
SECURITIES AMERICA INC2+ years Service code 49 · EIN 11-2551174 | Other Services | $2,583 |
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 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 | $51,444 | $75,183-31.6% | $123,892-58.5% | $55,167-6.7% |
| Participation rate | 48.2% | 72.8%-24.6pp | 81.4%-33.2pp | 69.0%-20.7pp |
| Annual return | 3.28% | 19.01%-15.7pp | 47.52%-44.2pp | 169.23%-165.9pp |
| Employer contribution / active EE | $1,315 | $2,823-53.4% | $4,617-71.5% | $1,963-33.0% |
| Participant deferral / active EE | $2,435 | $5,084-52.1% | $5,984-59.3% | $3,054-20.3% |
| Admin fee / account holder | $142 | $663-78.5% | $8,357-98.3% | $504-71.7% |