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: UBS Service code 28 · EIN 75-3091289 | Investment Management | $70,979 |
VENTURA1 year Filed as: VENTURA TRUST COMPANY Service code 21 · EIN 82-2898965 | Bank Trustee | $48,620 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-1520346 | Plan Administrator | $46,590 |
MY GROUP LLC4 years Filed as: SC&H GROUP INC Service code 34 · EIN 20-5991824 | Valuation (appraisals, etc.); Direct ... | $18,500 |
Filed as: MASPERGER PATTERSON & MCMULLIN, PLC Service code 10 · EIN 86-0751928 | Accounting | $9,525 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,010 | $82,917+203.9% | $103,333+143.9% | $77,643+224.6% |
| Participation rate | 99.3% | 71.6%+27.7pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 53.47% | 19.13%+34.3pp | 24.88%+28.6pp | 31.24%+22.2pp |
| Employer contribution / active EE | $13,728 | $3,552+286.5% | $3,868+254.9% | $2,726+403.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $189 | $638-70.3% | $8,355-97.7% | $430-56.0% |