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: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $79,575 |
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 24 · EIN 20-1171923 | Discretionary Trustee | $40,000 |
PRAIRIE CAPITAL ADVISORS4 years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $37,250 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 61-1210177 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,806 | $50,127-28.6% | $149,673-76.1% | $80,160-55.3% |
| Participation rate | 80.6% | 64.3%+16.3pp | 78.8%+1.8pp | 72.9%+7.7pp |
| Annual return | 16.53% | 29.82%-13.3pp | 134.42%-117.9pp | 40.38%-23.8pp |
| Employer contribution / active EE | $1,407 | $1,865-24.5% | $4,818-70.8% | $2,978-52.7% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $93 | $153-39.0% | $13,210-99.3% | $145-35.8% |