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 12 · EIN 42-1466678 | Claims processing; Direct payment fro... | $106,438 |
OCTOBER THREE CONSULTING LLC10+ years Service code 11 · EIN 27-1175487 | Actuarial | $75,000 |
GEFFEN MESHER5 years Filed as: GEFFEN MESHER & CO., PC Service code 10 · EIN 93-1042710 | Accounting | $24,825 |
See 1 actuary disclosure. $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.
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 | $0 | $33,520-100.0% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | 7.94% | 6.37%+1.6pp | 8.06%-0.1pp | 7.65%+0.3pp |
| Employer contribution / active EE | $67,949 | $48,945+38.8% | $42,627+59.4% | $20,599+229.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $71-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |