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 Service code 28 · EIN 42-0127290 | Investment Management | $23,386 |
BLAND & ASSOCIATES2 years Filed as: BLAND AND ASSOCIATES Service code 10 · EIN 47-0698853 | Accounting | $12,500 |
STERN BROTHERS3 years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 11 · EIN 43-1749095 | Actuarial | $8,000 |
Participant 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 | $54,609 | $98,750-44.7% | $149,696-63.5% | $79,858-31.6% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.5%+16.5pp | 69.6%+29.3pp |
| Annual return | 21.65% | 27.43%-5.8pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,083 | $3,216-35.2% | $4,644-55.1% | $2,471-15.7% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $264 | $6,053-95.6% | $9,309-97.2% | $5,306-95.0% |