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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,827 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,852 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,199 | $86,332-38.4% | $125,175-57.5% | $65,185-18.4% |
| Participation rate | 85.5% | 75.3%+10.2pp | 79.8%+5.7pp | 70.2%+15.3pp |
| Annual return | 22.72% | 27.43%-4.7pp | 43.79%-21.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,717 | $2,040-15.8% | $3,865-55.6% | $2,177-21.1% |
| Participant deferral / active EE | $2,796 | $3,537-21.0% | $4,937-43.4% | $3,514-20.4% |
| Admin fee / account holder | $398 | $609-34.6% | $9,702-95.9% | $847-53.0% |