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 INV8+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $22,026 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,861 |
Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 | Accounting | $7,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,949 | $49,451+5.1% | $79,550-34.7% | $66,914-22.4% |
| Participation rate | 74.3% | 61.3%+12.9pp | 69.5%+4.8pp | 69.8%+4.5pp |
| Annual return | -16.16% | 84.25%-100.4pp | 0.16%-16.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $426 | $1,266-66.3% | $2,413-82.4% | $2,544-83.3% |
| Participant deferral / active EE | $2,995 | $3,159-5.2% | $3,985-24.8% | $4,237-29.3% |
| Admin fee / account holder | $68 | $595-88.6% | $6,832-99.0% | $593-88.5% |