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 LLC6+ years Service code 49 · EIN 74-2794194 | Other Services | $10,242 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,856 | $41,647-28.3% | $96,139-68.9% | $86,799-65.6% |
| Participation rate | 47.2% | 50.2%-3.0pp | 68.4%-21.2pp | 72.3%-25.0pp |
| Annual return | 13.18% | 27.24%-14.1pp | 191.94%-178.8pp | 97.91%-84.7pp |
| Employer contribution / active EE | $933 | $1,318-29.2% | $2,797-66.6% | $2,405-61.2% |
| Participant deferral / active EE | $2,042 | $2,412-15.4% | $4,349-53.0% | $4,131-50.6% |
| Admin fee / account holder | $27 | $169-83.8% | $5,537-99.5% | $170-83.9% |