Filed January 19, 2021
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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $42,485 |
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 | $17,384 | $52,670-67.0% | $90,404-80.8% | $73,409-76.3% |
| Participation rate | 80.5% | 67.7%+12.8pp | 72.7%+7.8pp | 72.2%+8.3pp |
| Annual return | 21.51% | 20.70%+0.8pp | 1293.02%-1271.5pp | 59.29%-37.8pp |
| Employer contribution / active EE | $1,631 | $1,872-12.9% | $3,262-50.0% | $2,234-27.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $79 | $117-32.5% | $5,611-98.6% | $158-50.1% |