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 49 · EIN 42-0941553 | Other Services | $47,586 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,278 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,673 | $104,317-54.3% | $159,436-70.1% | $86,799-45.1% |
| Participation rate | 95.6% | 77.7%+17.9pp | 82.8%+12.8pp | 72.3%+23.3pp |
| Annual return | 18.76% | 26.32%-7.6pp | 263.57%-244.8pp | 97.91%-79.1pp |
| Employer contribution / active EE | $1,027 | $3,451-70.3% | $4,829-78.7% | $2,405-57.3% |
| Participant deferral / active EE | $6,676 | $6,837-2.4% | $7,352-9.2% | $4,131+61.6% |
| Admin fee / account holder | $17 | $172-89.9% | $10,799-99.8% | $170-89.8% |