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 26 · EIN 42-0941553 | Advisory (Participants) | $15,733 |
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 | $67,311 | $54,350+23.8% | $82,719-18.6% | $68,494-1.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.96% | -13.67%-2.3pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,806 | $2,218+26.5% | $3,009-6.7% | $2,596+8.1% |
| Participant deferral / active EE | $9,301 | $3,246+186.5% | $4,395+111.6% | $4,027+130.9% |
| Admin fee / account holder | $946 | $4,395-78.5% | $5,329-82.2% | $5,403-82.5% |