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 49 · EIN 42-0941553 | Other Services | $16,468 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,152 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,296 | $52,953-22.0% | $172,739-76.1% | $65,185-36.6% |
| Participation rate | 73.8% | 66.2%+7.6pp | 82.6%-8.9pp | 70.2%+3.6pp |
| Annual return | 23.18% | 30.12%-6.9pp | 802.84%-779.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,005 | $2,190-54.1% | $5,143-80.5% | $2,177-53.8% |
| Participant deferral / active EE | $3,894 | $2,471+57.6% | $5,198-25.1% | $3,514+10.8% |
| Admin fee / account holder | $33 | $472-93.0% | $13,954-99.8% | $847-96.1% |