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 | $36,227 |
Service code 15 · EIN 26-3148951 111 N. POST STREET · SPOKANE, WA 99201 | Recordkeeping | $17,356 |
BPM LLP3 years Filed as: BPM, LLP Service code 10 · EIN 81-4234542 P.O.BOX 53086 · BELLEVUE, WA 980153086 | Accounting | $17,034 |
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 | $34,259 | $51,045-32.9% | $70,515-51.4% | $71,457-52.1% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 9.41% | 42.63%-33.2pp | 32.77%-23.4pp | 28.85%-19.4pp |
| Employer contribution / active EE | $2,162 | $1,790+20.8% | $2,973-27.3% | $2,588-16.4% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $283 | $1,994-85.8% | $6,412-95.6% | $1,587-82.2% |