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 | $30,607 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $9,779 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $27,357 | $52,670-48.1% | $90,404-69.7% | $73,409-62.7% |
| Participation rate | 58.5% | 67.7%-9.2pp | 72.7%-14.2pp | 72.2%-13.7pp |
| Annual return | 16.73% | 20.70%-4.0pp | 1293.02%-1276.3pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,208 | $1,872-35.4% | $3,262-63.0% | $2,234-45.9% |
| Participant deferral / active EE | $2,443 | $2,807-13.0% | $3,963-38.4% | $3,805-35.8% |
| Admin fee / account holder | $166 | $117+42.5% | $5,611-97.0% | $158+5.4% |