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 15 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $16,261 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,324 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,225 | $98,750-37.0% | $149,696-58.4% | $79,858-22.1% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 16.27% | 27.43%-11.2pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,767 | $3,216-45.1% | $4,644-62.0% | $2,471-28.5% |
| Participant deferral / active EE | $5,290 | $5,680-6.9% | $6,842-22.7% | $3,740+41.4% |
| Admin fee / account holder | $272 | $6,053-95.5% | $9,309-97.1% | $5,306-94.9% |