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 CUSTODY SOLUTIONS Service code 19 · EIN 38-1363961 PCS- VIRGINIA · WACO, TX 767106075 | Securities Custodian | $5,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $521,118 | $110,299+372.5% | $102,423+408.8% | $199,593+161.1% |
| Participation rate | 99.5% | 86.3%+13.3pp | 76.5%+23.1pp | 72.0%+27.6pp |
| Annual return | 14.92% | 35.73%-20.8pp | 29.32%-14.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $9,591 | $3,603+166.2% | $3,023+217.2% | $3,034+216.1% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,053-100.0% | $5,087-100.0% |
| Admin fee / account holder | $2 | $122-98.1% | $9,451-100.0% | $269-99.2% |