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 13 · EIN 42-0127290 | Contract Administrator | $23,853 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,061 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,842 | $84,936-41.3% | $111,297-55.2% | $79,386-37.2% |
| Participation rate | 96.3% | 75.9%+20.4pp | 77.3%+19.0pp | 70.7%+25.6pp |
| Annual return | 15.17% | 17.45%-2.3pp | 54.65%-39.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,780 | $1,979-10.1% | $2,731-34.8% | $2,427-26.7% |
| Participant deferral / active EE | $3,017 | $3,888-22.4% | $4,487-32.8% | $4,046-25.4% |
| Admin fee / account holder | $192 | $537-64.2% | $7,964-97.6% | $626-69.3% |