See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES, INC. Service code 26 · EIN 42-0941553 | Advisory (Participants) | $79,120 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $1,002 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,089 | $60,323+54.3% | $81,812+13.8% | $74,495+25.0% |
| Participation rate | 97.1% | 62.9%+34.3pp | 72.3%+24.8pp | 67.2%+29.9pp |
| Annual return | 12.39% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,529 | $2,620-3.5% | $2,912-13.1% | $2,623-3.6% |
| Participant deferral / active EE | $8,209 | $3,387+142.3% | $4,319+90.1% | $4,346+88.9% |
| Admin fee / account holder | $1,114 | $1,486-25.0% | $7,386-84.9% | $1,942-42.6% |