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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,028 |
PURSHE KAPLAN STERLING INV5+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $15,422 |
STAFF CIAMPINO & COMPANY PC5+ years Service code 10 · EIN 14-1612295 | Accounting | $9,295 |
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 | $46,813 | $49,138-4.7% | $84,015-44.3% | $65,185-28.2% |
| Participation rate | 79.0% | 60.7%+18.2pp | 69.0%+10.0pp | 70.2%+8.8pp |
| Annual return | 27.32% | 23.00%+4.3pp | 71.31%-44.0pp | 29.38%-2.1pp |
| Employer contribution / active EE | $347 | $914-62.1% | $1,983-82.5% | $2,177-84.1% |
| Participant deferral / active EE | $2,363 | $2,397-1.4% | $3,239-27.0% | $3,514-32.7% |
| Admin fee / account holder | $95 | $543-82.5% | $6,101-98.4% | $847-88.8% |