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 | $41,040 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $11,586 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,586 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,747 | $76,050+116.6% | $96,544+70.6% | $71,457+130.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | -3.07% | 22.81%-25.9pp | 25.84%-28.9pp | 28.85%-31.9pp |
| Employer contribution / active EE | $7,230 | $2,244+222.2% | $2,965+143.9% | $2,588+179.4% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $34 | $2,707-98.8% | $8,252-99.6% | $1,587-97.9% |