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 |
|---|---|---|
PURSHE KAPLAN STERLING INV2+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $28,737 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,606 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,948 | $89,739+0.2% | $149,718-39.9% | $62,292+44.4% |
| Participation rate | 95.8% | 85.1%+10.7pp | 87.1%+8.7pp | 69.5%+26.3pp |
| Annual return | 15.37% | 21.01%-5.6pp | 1501.63%-1486.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $819 | $3,233-74.7% | $5,445-85.0% | $2,042-59.9% |
| Participant deferral / active EE | $4,213 | $4,797-12.2% | $6,569-35.9% | $3,169+32.9% |
| Admin fee / account holder | $26 | $551-95.2% | $11,283-99.8% | $479-94.5% |