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 INV4 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $38,046 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $155,832 | $65,557+137.7% | $64,056+143.3% | $71,457+118.1% |
| Participation rate | 50.3% | 73.2%-22.8pp | 72.3%-22.0pp | 67.9%-17.6pp |
| Annual return | 10.83% | 18.94%-8.1pp | 33.69%-22.9pp | 28.85%-18.0pp |
| Employer contribution / active EE | $4,518 | $2,669+69.3% | $2,747+64.5% | $2,588+74.6% |
| Participant deferral / active EE | $2,171 | $3,626-40.1% | $3,880-44.0% | $4,289-49.4% |
| Admin fee / account holder | $6 | $616-99.1% | $3,068-99.8% | $1,587-99.7% |