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 FINANCIAL GROUP Service code 14 · EIN 42-1520346 | Plan Administrator | $54,511 |
VENTURA1 year Filed as: VENTURA ESOP FIDUCIARY SERVICE LLC Service code 21 · EIN 82-3389477 | Bank Trustee | $44,100 |
MY GROUP LLC1 year Filed as: SC&H GROUP, INC. Service code 34 · EIN 20-5991824 | Direct payment from the plan; Valuati... | $16,000 |
Service code 10 · EIN 86-0751928 | Accounting | $6,825 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,059 | $106,236+1.7% | $112,228-3.7% | $64,808+66.7% |
| Participation rate | 98.9% | 71.7%+27.2pp | 75.1%+23.8pp | 71.5%+27.4pp |
| Annual return | 21.56% | -6.02%+27.6pp | 27.45%-5.9pp | 32.82%-11.3pp |
| Employer contribution / active EE | $10,311 | $3,166+225.6% | $3,635+183.7% | $2,506+311.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $150 | $452-66.8% | $6,410-97.7% | $188-20.1% |