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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,384 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $7,120 |
Employer contribution per participant 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 | $22,544 | $45,863-50.8% | $77,024-70.7% | $68,494-67.1% |
| Participation rate | 84.6% | 55.9%+28.7pp | 67.9%+16.7pp | 67.9%+16.7pp |
| Annual return | -19.32% | 1.72%-21.0pp | 42.32%-61.6pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,480 | $2,962+17.5% | $4,426-21.4% | $4,027-13.6% |
| Admin fee / account holder | $281 | $3,041-90.8% | $5,425-94.8% | $5,403-94.8% |