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 | $82,587 |
BANKERS TRUST COMPANY2 years Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $40,000 |
PRAIRIE CAPITAL ADVISORS5 years Service code 34 · EIN 36-4072641 | Other fees; Valuation (appraisals, etc.) | $39,500 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $16,537 |
MCM CPAS & ADVISORS LLP4 years Service code 10 · EIN 61-1210177 | Accounting | $5,000 |
Annual investment return 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 | $37,599 | $53,136-29.2% | $155,509-75.8% | $199,593-81.2% |
| Participation rate | 83.2% | 64.1%+19.1pp | 78.2%+5.0pp | 72.0%+11.2pp |
| Annual return | 12.03% | 41.15%-29.1pp | 64.67%-52.6pp | 34.25%-22.2pp |
| Employer contribution / active EE | $1,218 | $1,851-34.2% | $4,672-73.9% | $3,034-59.9% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $98 | $185-47.3% | $15,912-99.4% | $269-63.7% |