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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,514 |
KALOS CAPITAL, INC.1+ years Filed as: KALOS CAPITAL INC Service code 49 | Other Services | $3,429 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $120 |
AVINTUS1+ years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $0 |
KALOS CAPITAL, INC.1+ years Filed as: KALOS CAPITAL INC. Service code 49 · EIN 58-2347396 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,123 | $74,089-32.3% | $133,980-62.6% | $55,167-9.1% |
| Participation rate | 93.9% | 84.3%+9.6pp | 87.1%+6.8pp | 69.0%+24.9pp |
| Annual return | 70.44% | 12.11%+58.3pp | 29.30%+41.1pp | 169.23%-98.8pp |
| Employer contribution / active EE | $3,604 | $3,064+17.6% | $5,211-30.9% | $1,963+83.6% |
| Participant deferral / active EE | $6,190 | $4,678+32.3% | $6,282-1.5% | $3,054+102.7% |
| Admin fee / account holder | $52 | $458-88.6% | $9,324-99.4% | $504-89.7% |