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 4-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,864 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,777 | $47,722-14.6% | $82,719-50.7% | $64,808-37.1% |
| Participation rate | 77.5% | 67.6%+9.8pp | 72.6%+4.9pp | 71.5%+6.0pp |
| Annual return | 68.83% | -13.05%+81.9pp | 701.18%-632.3pp | 32.82%+36.0pp |
| Employer contribution / active EE | $2,609 | $2,179+19.7% | $3,009-13.3% | $2,506+4.1% |
| Participant deferral / active EE | $5,693 | $3,329+71.0% | $4,395+29.5% | $4,310+32.1% |
| Admin fee / account holder | $214 | $143+49.9% | $5,329-96.0% | $188+14.1% |