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 27 · EIN 42-0941553 | Advisory (Plan) | $14,391 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,222 | $99,957-44.8% | $149,696-63.1% | $73,488-24.9% |
| Participation rate | 57.7% | 75.7%-18.0pp | 82.5%-24.8pp | 70.7%-13.0pp |
| Annual return | 22.68% | 53.87%-31.2pp | 276.60%-253.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,387 | $3,191-56.5% | $4,644-70.1% | $2,270-38.9% |
| Participant deferral / active EE | $3,805 | $6,073-37.3% | $6,842-44.4% | $3,740+1.7% |
| Admin fee / account holder | $182 | $551-67.0% | $9,309-98.0% | $513-64.6% |