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 | $10,922 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $857 |
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 | $149,373 | $79,171+88.7% | $102,423+45.8% | $74,495+100.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -15.79% | 54.93%-70.7pp | 29.32%-45.1pp | 1364.94%-1380.7pp |
| Employer contribution / active EE | $13,024 | $2,362+451.3% | $3,023+330.8% | $2,623+396.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3 | $2,001-99.8% | $9,451-100.0% | $1,942-99.8% |