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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,789 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,357 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $7,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,738 | $81,474-23.0% | $133,956-53.2% | $73,488-14.6% |
| Participation rate | 81.3% | 76.4%+4.9pp | 79.8%+1.4pp | 70.7%+10.6pp |
| Annual return | 14.33% | 19.40%-5.1pp | 45.09%-30.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,758 | $2,209-20.4% | $3,919-55.1% | $2,270-22.6% |
| Participant deferral / active EE | $2,990 | $3,786-21.0% | $5,048-40.8% | $3,740-20.0% |
| Admin fee / account holder | $296 | $713-58.4% | $8,927-96.7% | $513-42.2% |