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 INV10+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $23,245 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,002 |
ELLIN & TUCKER, CHARTERED3 years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,295 | $59,417+18.3% | $93,606-24.9% | $74,495-5.6% |
| Participation rate | 83.3% | 59.7%+23.6pp | 68.7%+14.5pp | 67.2%+16.1pp |
| Annual return | 16.80% | 81.83%-65.0pp | 133.20%-116.4pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $439 | $1,264-65.3% | $2,420-81.9% | $2,623-83.3% |
| Participant deferral / active EE | $3,150 | $3,050+3.3% | $4,411-28.6% | $4,346-27.5% |
| Admin fee / account holder | $87 | $3,021-97.1% | $8,285-99.0% | $1,942-95.5% |