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 |
|---|---|---|
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $43,833 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $190,261 | $74,706+154.7% | $75,696+151.3% | $79,386+139.7% |
| Participation rate | 54.2% | 75.3%-21.1pp | 74.8%-20.6pp | 70.7%-16.5pp |
| Annual return | 30.25% | 18.52%+11.7pp | 104.53%-74.3pp | 116.85%-86.6pp |
| Employer contribution / active EE | $2,417 | $2,590-6.7% | $2,743-11.9% | $2,427-0.4% |
| Participant deferral / active EE | $2,344 | $3,533-33.6% | $3,821-38.7% | $4,046-42.1% |
| Admin fee / account holder | $12 | $374-96.8% | $3,619-99.7% | $626-98.1% |