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 | $15,392 |
BLAND & ASSOCIATES2 years Service code 10 · EIN 47-0698853 | Accounting | $11,550 |
STERN BROTHERS6 years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 11 · EIN 43-1749095 | Actuarial | $9,350 |
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 | $58,432 | $91,407-36.1% | $135,903-57.0% | $71,457-18.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.25% | 29.90%-14.6pp | 68.23%-53.0pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,703 | $3,703-27.0% | $4,856-44.3% | $2,588+4.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $265 | $1,266-79.1% | $10,762-97.5% | $1,587-83.3% |