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 | $38,726 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $13,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,983 | $51,197-39.5% | $82,719-62.5% | $66,914-53.7% |
| Participation rate | 60.2% | 67.8%-7.6pp | 72.6%-12.4pp | 69.8%-9.6pp |
| Annual return | -18.69% | -9.64%-9.1pp | 701.18%-719.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,344 | $2,611-48.5% | $3,009-55.3% | $2,544-47.2% |
| Participant deferral / active EE | $2,859 | $3,458-17.3% | $4,395-34.9% | $4,237-32.5% |
| Admin fee / account holder | $225 | $416-45.7% | $5,329-95.8% | $593-62.0% |