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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $182,886 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $32,111 |
GELTRUDE & CO.5+ years Service code 10 · EIN 22-3363665 | Accounting | $10,000 |
Annual investment return 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 | $85,337 | $48,471+76.1% | $182,532-53.2% | $67,579+26.3% |
| Participation rate | 87.6% | 67.2%+20.5pp | 78.0%+9.7pp | 71.3%+16.4pp |
| Annual return | 18.19% | 31.08%-12.9pp | 148.54%-130.4pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,346 | $1,461-7.9% | $4,076-67.0% | $2,148-37.3% |
| Participant deferral / active EE | $4,513 | $3,324+35.8% | $5,524-18.3% | $3,539+27.5% |
| Admin fee / account holder | $178 | $151+17.5% | $8,592-97.9% | $142+24.9% |