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) | $16,978 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,387 | $84,487-40.4% | $125,339-59.8% | $66,914-24.7% |
| Participation rate | 62.3% | 76.4%-14.1pp | 82.4%-20.1pp | 69.8%-7.5pp |
| Annual return | -20.43% | -8.39%-12.0pp | 572.05%-592.5pp | 1.58%-22.0pp |
| Employer contribution / active EE | $2,455 | $3,553-30.9% | $4,814-49.0% | $2,544-3.5% |
| Participant deferral / active EE | $6,798 | $6,781+0.3% | $7,446-8.7% | $4,237+60.5% |
| Admin fee / account holder | $223 | $685-67.5% | $10,010-97.8% | $593-62.5% |