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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 49 · EIN 74-2794194 | Other Services | $17,181 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $880 |
Participant 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 | $48,785 | $50,637-3.7% | $86,590-43.7% | $62,292-21.7% |
| Participation rate | 83.2% | 67.9%+15.3pp | 73.5%+9.6pp | 69.5%+13.6pp |
| Annual return | 12.73% | 20.80%-8.1pp | 964.84%-952.1pp | 28.90%-16.2pp |
| Employer contribution / active EE | $2,234 | $2,075+7.6% | $2,839-21.3% | $2,042+9.4% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $413-99.1% | $4,906-99.9% | $479-99.2% |