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 FINANCIAL GROUP Service code 24 · EIN 42-0127290 | Discretionary Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,101 | $76,050+110.5% | $96,544+65.8% | $71,457+124.1% |
| Participation rate | 98.9% | 74.4%+24.5pp | 76.0%+22.9pp | 67.9%+31.0pp |
| Annual return | 16.32% | 22.81%-6.5pp | 25.84%-9.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,086 | $2,244+82.1% | $2,965+37.8% | $2,588+57.9% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $10 | $2,707-99.6% | $8,252-99.9% | $1,587-99.4% |