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 | $4,864 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,850 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,233 | $73,638+116.2% | $95,952+66.0% | $73,488+116.7% |
| Participation rate | 98.8% | 76.2%+22.6pp | 77.1%+21.7pp | 70.7%+28.1pp |
| Annual return | 17.16% | 16.78%+0.4pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,417 | $1,863-24.0% | $2,541-44.2% | $2,270-37.6% |
| Participant deferral / active EE | $6,492 | $3,617+79.5% | $4,167+55.8% | $3,740+73.6% |
| Admin fee / account holder | $16 | $482-96.6% | $6,795-99.8% | $513-96.8% |