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: THE PRINCIPAL BANK Service code 21 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $20,602 |
SAVASTA AND COMPANY, INC.9+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $8,100 |
ROSENBERG RICH BAKER BERMAN3 years Service code 10 · EIN 22-3271252 | Accounting | $6,336 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $202,297-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 52.5%-52.5pp | 2.4%-2.4pp |
| Annual return | 15.66% | 22.81%-7.2pp | 14.21%+1.4pp | 22.81%-7.2pp |
| Employer contribution / active EE | $1,046 | $18,290-94.3% | $29,446-96.4% | $18,290-94.3% |
| Participant deferral / active EE | $0 | $603-100.0% | $125-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $7,524-100.0% | $85,222-100.0% |