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 |
|---|---|---|
VENTURA3 years Service code 21 · EIN 82-3389477 | Bank Trustee | $48,169 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-1520346 | Plan Administrator | $46,875 |
MY GROUP LLC1 year Filed as: SC&H GROUP INC. Service code 34 · EIN 20-5991824 | Valuation (appraisals, etc.); Direct ... | $17,500 |
Service code 10 · EIN 86-0751928 | Accounting | $8,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,237 | $92,971+84.2% | $96,683+77.1% | $74,419+130.1% |
| Participation rate | 99.4% | 71.5%+27.8pp | 74.3%+25.0pp | 70.7%+28.6pp |
| Annual return | 74.57% | 37.49%+37.1pp | 35.69%+38.9pp | 34.38%+40.2pp |
| Employer contribution / active EE | $17,799 | $3,426+419.6% | $3,737+376.3% | $2,637+574.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $129 | $633-79.6% | $6,730-98.1% | $348-62.9% |