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 | $9,676 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,350 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $58,183 | $61,156-4.9% | $185,823-68.7% | $79,386-26.7% |
| Participation rate | 49.5% | 66.6%-17.2pp | 81.7%-32.2pp | 70.7%-21.3pp |
| Annual return | 6.20% | 19.45%-13.3pp | 122.05%-115.9pp | 116.85%-110.7pp |
| Employer contribution / active EE | $771 | $2,321-66.8% | $5,167-85.1% | $2,427-68.2% |
| Participant deferral / active EE | $1,146 | $2,789-58.9% | $5,568-79.4% | $4,046-71.7% |
| Admin fee / account holder | $22 | $710-96.9% | $16,237-99.9% | $626-96.5% |