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 15 · EIN 42-1520346 | Recordkeeping | $41,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,166 | $51,197+64.4% | $82,719+1.7% | $66,914+25.8% |
| Participation rate | 54.7% | 67.8%-13.1pp | 72.6%-17.8pp | 69.8%-15.1pp |
| Annual return | -14.67% | -9.64%-5.0pp | 701.18%-715.8pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,501 | $3,458+30.2% | $4,395+2.4% | $4,237+6.2% |
| Admin fee / account holder | $234 | $416-43.8% | $5,329-95.6% | $593-60.6% |