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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,983 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,818 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,615 | $89,739-62.5% | $149,718-77.5% | $62,292-46.0% |
| Participation rate | 93.0% | 85.1%+7.9pp | 87.1%+5.9pp | 69.5%+23.4pp |
| Annual return | 30.93% | 21.01%+9.9pp | 1501.63%-1470.7pp | 28.90%+2.0pp |
| Employer contribution / active EE | $2,267 | $3,233-29.9% | $5,445-58.4% | $2,042+11.0% |
| Participant deferral / active EE | $4,088 | $4,797-14.8% | $6,569-37.8% | $3,169+29.0% |
| Admin fee / account holder | $246 | $551-55.5% | $11,283-97.8% | $479-48.8% |