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 INV7+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $24,079 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,891 |
STAFF CIAMPINO & COMPANY PC7+ years Service code 10 · EIN 14-1612295 | Accounting | $9,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,769 | $59,263+9.3% | $96,562-32.9% | $79,386-18.4% |
| Participation rate | 78.5% | 61.9%+16.6pp | 69.8%+8.7pp | 70.7%+7.8pp |
| Annual return | 14.57% | 27.07%-12.5pp | 37.78%-23.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $390 | $1,216-67.9% | $2,356-83.5% | $2,427-83.9% |
| Participant deferral / active EE | $2,617 | $2,948-11.2% | $3,849-32.0% | $4,046-35.3% |
| Admin fee / account holder | $58 | $658-91.2% | $6,181-99.1% | $626-90.7% |