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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,517 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,003 | $78,483-52.9% | $106,201-65.2% | $74,546-50.4% |
| Participation rate | 58.5% | 72.8%-14.3pp | 75.3%-16.8pp | 67.2%-8.7pp |
| Annual return | 14.25% | 15.94%-1.7pp | 116.26%-102.0pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,187 | $2,522-52.9% | $3,170-62.6% | $2,624-54.8% |
| Participant deferral / active EE | $1,719 | $4,320-60.2% | $5,012-65.7% | $4,347-60.5% |
| Admin fee / account holder | $225 | $2,236-89.9% | $11,039-98.0% | $1,944-88.4% |