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: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $80,219 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,746 |
RBT CPAS, LLP3 years Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $20,000 |
Service code 49 · EIN 14-1364536 | Other Services | $13,851 |
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 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 | $79,107 | $47,456+66.7% | $172,739-54.2% | $77,787+1.7% |
| Participation rate | 56.1% | 66.3%-10.2pp | 82.6%-26.6pp | 73.2%-17.1pp |
| Annual return | 17.85% | 35.57%-17.7pp | 802.84%-785.0pp | 32.57%-14.7pp |
| Employer contribution / active EE | $868 | $1,574-44.8% | $5,143-83.1% | $2,504-65.3% |
| Participant deferral / active EE | $3,446 | $2,560+34.6% | $5,198-33.7% | $3,967-13.1% |
| Admin fee / account holder | $14 | $81-82.1% | $13,954-99.9% | $100-85.6% |