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 |
|---|---|---|
SILVERSTONE ASSET MANAGEMENT INC1+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $42,004 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 27 · EIN 42-0127290 | Advisory (Plan) | $27,165 |
GOLDLEAF PARTNERS1+ years Service code 49 · EIN 45-0514557 | Other Services | $11,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,768 | $112,772-39.9% | $57,343+18.2% | $59,188+14.5% |
| Participation rate | 57.6% | 71.3%-13.8pp | 75.1%-17.5pp | 69.4%-11.9pp |
| Annual return | 1.65% | 0.85%+0.8pp | 24.39%-22.7pp | 5.51%-3.9pp |
| Employer contribution / active EE | $1,364 | $3,400-59.9% | $2,689-49.3% | $2,098-35.0% |
| Participant deferral / active EE | $1,835 | $3,010-39.0% | $3,162-42.0% | $3,265-43.8% |
| Admin fee / account holder | $63 | $144-56.0% | $3,356-98.1% | $92-31.3% |