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 INV3+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $32,583 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,133 |
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 | $86,087 | $79,523+8.3% | $140,016-38.5% | $56,287+52.9% |
| Participation rate | 97.2% | 85.7%+11.5pp | 87.5%+9.7pp | 69.9%+27.3pp |
| Annual return | -5.00% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $869 | $3,350-74.0% | $5,606-84.5% | $2,111-58.8% |
| Participant deferral / active EE | $4,370 | $5,129-14.8% | $6,927-36.9% | $3,350+30.5% |
| Admin fee / account holder | $29 | $614-95.3% | $10,705-99.7% | $521-94.4% |