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 INV3 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $48,322 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,393 | $60,989+167.9% | $60,874+168.4% | $66,914+144.2% |
| Participation rate | 52.0% | 74.5%-22.5pp | 73.1%-21.1pp | 69.8%-17.8pp |
| Annual return | -15.65% | -9.60%-6.1pp | 16.90%-32.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,611 | $2,661-1.9% | $2,701-3.4% | $2,544+2.6% |
| Participant deferral / active EE | $2,423 | $3,615-33.0% | $3,817-36.5% | $4,237-42.8% |
| Admin fee / account holder | $10 | $338-97.1% | $3,224-99.7% | $593-98.3% |