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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,271 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,490 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $17,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,512 | $52,208+6.3% | $86,612-35.9% | $74,419-25.4% |
| Participation rate | 87.8% | 66.3%+21.5pp | 71.7%+16.1pp | 70.7%+17.1pp |
| Annual return | 27.38% | 44.46%-17.1pp | 591.07%-563.7pp | 34.38%-7.0pp |
| Employer contribution / active EE | $3,162 | $2,282+38.6% | $3,022+4.6% | $2,637+19.9% |
| Participant deferral / active EE | $6,709 | $3,383+98.3% | $4,438+51.2% | $4,528+48.2% |
| Admin fee / account holder | $278 | $319-13.0% | $5,614-95.1% | $348-20.2% |