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 | $17,320 |
STERN BROTHERS1 year Filed as: STERN Service code 11 · EIN 43-1749095 | Actuarial | $8,100 |
BLAND & ASSOCIATES3 years Filed as: BLAND AND ASSOCIATES Service code 10 · EIN 47-0698853 | Accounting | $7,500 |
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 | $56,536 | $105,181-46.2% | $159,436-64.5% | $85,850-34.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 8.60% | 45.07%-36.5pp | 263.57%-255.0pp | 318.53%-309.9pp |
| Employer contribution / active EE | $3,371 | $3,318+1.6% | $4,829-30.2% | $2,565+31.4% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $284 | $6,933-95.9% | $10,799-97.4% | $6,260-95.5% |