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 8-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 | $9,434 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,223 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,032 | $54,762+42.5% | $90,281-13.6% | $72,985+6.9% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 5.19% | 30.63%-25.4pp | 78.10%-72.9pp | 81.00%-75.8pp |
| Employer contribution / active EE | $2,732 | $2,092+30.6% | $2,854-4.3% | $2,440+12.0% |
| Participant deferral / active EE | $5,349 | $2,887+85.3% | $3,885+37.7% | $3,607+48.3% |
| Admin fee / account holder | $37 | $3,972-99.1% | $5,351-99.3% | $5,124-99.3% |