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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,397 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,397 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,903 | $74,089-55.6% | $133,980-75.4% | $55,167-40.4% |
| Participation rate | 91.0% | 84.3%+6.8pp | 87.1%+4.0pp | 69.0%+22.0pp |
| Annual return | 12.31% | 12.11%+0.2pp | 29.30%-17.0pp | 169.23%-156.9pp |
| Employer contribution / active EE | $2,725 | $3,064-11.0% | $5,211-47.7% | $1,963+38.9% |
| Participant deferral / active EE | $4,804 | $4,678+2.7% | $6,282-23.5% | $3,054+57.3% |
| Admin fee / account holder | $254 | $458-44.5% | $9,324-97.3% | $504-49.6% |