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 SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $45,084 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,204 | $65,435+167.8% | $86,677+102.1% | $66,914+161.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -6.34% | -10.89%+4.5pp | 35.91%-42.3pp | 1.58%-7.9pp |
| Employer contribution / active EE | $6,572 | $2,153+205.2% | $2,836+131.7% | $2,544+158.3% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $42 | $642-93.5% | $7,493-99.4% | $593-93.0% |