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 FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $56,308 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,601 | $60,545-34.6% | $92,233-57.1% | $69,631-43.1% |
| Participation rate | 99.2% | 72.2%+27.0pp | 76.5%+22.7pp | 70.7%+28.5pp |
| Annual return | 6.22% | 19.71%-13.5pp | 176.28%-170.1pp | 27571.02%-27564.8pp |
| Employer contribution / active EE | $4,222 | $2,633+60.3% | $3,679+14.8% | $2,032+107.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $66 | $145-54.6% | $5,194-98.7% | $110-40.5% |