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 INV6 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $50,493 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $850 |
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 | $175,590 | $67,984+158.3% | $65,493+168.1% | $74,304+136.3% |
| Participation rate | 61.7% | 66.3%-4.6pp | 73.1%-11.4pp | 60.3%+1.4pp |
| Annual return | 11.12% | 19.87%-8.7pp | 982.45%-971.3pp | 29.43%-18.3pp |
| Employer contribution / active EE | $5,809 | $2,491+133.2% | $2,574+125.6% | $2,241+159.2% |
| Participant deferral / active EE | $2,337 | $3,346-30.2% | $3,961-41.0% | $3,767-38.0% |
| Admin fee / account holder | $7 | $1,373-99.5% | $5,028-99.9% | $2,969-99.8% |