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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,602 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $10,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,878 | $73,102-49.6% | $123,544-70.1% | $56,287-34.5% |
| Participation rate | 59.5% | 74.3%-14.8pp | 82.3%-22.8pp | 69.9%-10.4pp |
| Annual return | -5.69% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,627 | $2,977-45.4% | $4,628-64.8% | $2,111-22.9% |
| Participant deferral / active EE | $4,203 | $5,423-22.5% | $6,426-34.6% | $3,350+25.5% |
| Admin fee / account holder | $137 | $554-75.3% | $9,284-98.5% | $521-73.8% |