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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $195,519 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $25,000 |
GELTRUDE & CO.6+ years Service code 10 · EIN 22-3363665 | Accounting | $10,410 |
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 | $131,157 | $56,152+133.6% | $185,823-29.4% | $73,409+78.7% |
| Participation rate | 88.2% | 67.6%+20.6pp | 78.0%+10.2pp | 72.2%+16.0pp |
| Annual return | 10.67% | 17.59%-6.9pp | 35.95%-25.3pp | 59.29%-48.6pp |
| Employer contribution / active EE | $2,235 | $1,532+45.9% | $4,087-45.3% | $2,234+0.1% |
| Participant deferral / active EE | $7,296 | $3,659+99.4% | $5,632+29.5% | $3,805+91.7% |
| Admin fee / account holder | $270 | $132+104.7% | $9,500-97.2% | $158+71.2% |