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 | $14,383 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $13,220 |
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 | $40,814 | $66,124-38.3% | $90,404-54.9% | $73,488-44.5% |
| Participation rate | 80.4% | 69.7%+10.7pp | 72.7%+7.7pp | 70.7%+9.7pp |
| Annual return | 18.62% | 17.65%+1.0pp | 1293.02%-1274.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,559 | $2,346-33.6% | $3,262-52.2% | $2,270-31.3% |
| Participant deferral / active EE | $2,890 | $3,039-4.9% | $3,963-27.1% | $3,740-22.7% |
| Admin fee / account holder | $170 | $396-57.0% | $5,611-97.0% | $513-66.8% |