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 | $12,689 |
BLAND & ASSOCIATES1 year Service code 10 · EIN 47-0698853 | Accounting | $11,041 |
STERN BROTHERS2 years Filed as: STERN Service code 11 · EIN 43-1749095 | Actuarial | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,591 | $84,487-36.6% | $125,339-57.2% | $66,914-19.9% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.7pp | 69.8%+29.2pp |
| Annual return | -0.06% | -8.39%+8.3pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,941 | $3,553-17.2% | $4,814-38.9% | $2,544+15.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $259 | $685-62.3% | $10,010-97.4% | $593-56.4% |