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 Service code 15 · EIN 42-0127290 | Recordkeeping | $6,663 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,630 | $106,028-52.2% | $146,958-65.5% | $77,643-34.8% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 74.77% | 56.73%+18.0pp | 418.34%-343.6pp | 31.24%+43.5pp |
| Employer contribution / active EE | $7,267 | $4,063+78.9% | $4,933+47.3% | $2,726+166.6% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $14 | $337-96.0% | $12,998-99.9% | $430-96.9% |