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 | $21,956 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $9,408 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,018 | $62,146-34.0% | $81,438-49.6% | $74,546-45.0% |
| Participation rate | 92.5% | 64.1%+28.5pp | 69.5%+23.0pp | 67.2%+25.3pp |
| Annual return | 10.62% | 16.49%-5.9pp | 24.74%-14.1pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $701 | $1,883-62.8% | $2,460-71.5% | $2,624-73.3% |
| Participant deferral / active EE | $3,678 | $3,229+13.9% | $3,883-5.3% | $4,347-15.4% |
| Admin fee / account holder | $211 | $1,922-89.0% | $5,764-96.3% | $1,944-89.1% |