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 3-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 Service code 15 · EIN 42-0127290 | Recordkeeping | $14,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,760 |
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 | $99,637 | $63,905+55.9% | $74,183+34.3% | $57,658+72.8% |
| Participation rate | 71.7% | 79.8%-8.0pp | 76.6%-4.9pp | 70.2%+1.5pp |
| Annual return | 6.69% | 60.60%-53.9pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,690 | $1,840+46.2% | $2,370+13.5% | $1,974+36.3% |
| Participant deferral / active EE | $1,825 | $3,448-47.1% | $3,550-48.6% | $3,061-40.4% |
| Admin fee / account holder | $10 | $91-89.2% | $5,586-99.8% | $95-89.6% |