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 SECURITIES Service code 49 · EIN 42-0941553 | Other Services | $15,426 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $48,179 | $77,660-38.0% | $109,143-55.9% | $79,386-39.3% |
| Participation rate | 31.3% | 67.8%-36.6pp | 75.9%-44.6pp | 70.7%-39.5pp |
| Annual return | 28.21% | 23.44%+4.8pp | 25.75%+2.5pp | 116.85%-88.6pp |
| Employer contribution / active EE | $1,051 | $2,797-62.4% | $3,722-71.8% | $2,427-56.7% |
| Participant deferral / active EE | $1,414 | $3,518-59.8% | $4,653-69.6% | $4,046-65.0% |
| Admin fee / account holder | $160 | $732-78.2% | $6,752-97.6% | $626-74.5% |