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 INC Service code 49 · EIN 42-0941553 | Other Services | $13,150 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,693 |
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 | $45,704 | $76,670-40.4% | $96,683-52.7% | $71,457-36.0% |
| Participation rate | 39.9% | 66.6%-26.7pp | 74.3%-34.5pp | 67.9%-28.1pp |
| Annual return | 4.09% | 48.29%-44.2pp | 35.69%-31.6pp | 28.85%-24.8pp |
| Employer contribution / active EE | $1,442 | $3,031-52.4% | $3,737-61.4% | $2,588-44.3% |
| Participant deferral / active EE | $1,890 | $3,771-49.9% | $4,878-61.3% | $4,289-55.9% |
| Admin fee / account holder | $161 | $2,028-92.1% | $6,730-97.6% | $1,587-89.8% |