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 | $39,693 |
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 | $88,191 | $58,264+51.4% | $86,612+1.8% | $71,457+23.4% |
| Participation rate | 56.9% | 65.0%-8.1pp | 71.7%-14.8pp | 67.9%-11.0pp |
| Annual return | 14.53% | 21.63%-7.1pp | 591.07%-576.5pp | 28.85%-14.3pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,509 | $3,436+31.2% | $4,438+1.6% | $4,289+5.1% |
| Admin fee / account holder | $221 | $1,057-79.1% | $5,614-96.1% | $1,587-86.1% |