See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,941 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $16,796 |
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 | $42,710 | $60,323-29.2% | $81,812-47.8% | $74,495-42.7% |
| Participation rate | 64.4% | 62.9%+1.5pp | 72.3%-7.9pp | 67.2%-2.8pp |
| Annual return | 13.02% | 16.90%-3.9pp | 773.79%-760.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,403 | $2,620-46.5% | $2,912-51.8% | $2,623-46.5% |
| Participant deferral / active EE | $3,170 | $3,387-6.4% | $4,319-26.6% | $4,346-27.0% |
| Admin fee / account holder | $278 | $1,486-81.3% | $7,386-96.2% | $1,942-85.7% |