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) | $69,089 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,082 |
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 | $82,540 | $57,281+44.1% | $86,612-4.7% | $75,163+9.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.47% | 2670.75%-2656.3pp | 591.07%-576.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,354 | $2,314+1.7% | $3,022-22.1% | $2,670-11.8% |
| Participant deferral / active EE | $7,685 | $3,318+131.6% | $4,438+73.2% | $4,125+86.3% |
| Admin fee / account holder | $1,051 | $4,112-74.4% | $5,614-81.3% | $5,651-81.4% |