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 BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $40,327 |
BPM LLP2 years Filed as: BPM, LLP Service code 10 · EIN 81-4234542 P.O.BOX 53086 · BELLEVUE, WA 980153086 | Accounting | $17,119 |
Service code 15 · EIN 26-3148951 111 N. POST STREET · SPOKANE, WA 99201 | Recordkeeping | $15,565 |
Participant contribution per participant 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 | $32,699 | $63,442-48.5% | $68,791-52.5% | $66,914-51.1% |
| Participation rate | 98.3% | 60.0%+38.4pp | 69.0%+29.3pp | 69.8%+28.5pp |
| Annual return | -16.02% | -8.29%-7.7pp | -6.38%-9.6pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,217 | $1,775+24.9% | $2,655-16.5% | $2,544-12.9% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $287 | $577-50.3% | $4,932-94.2% | $593-51.6% |