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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,825 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,947 |
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 | $90,803 | $59,186+53.4% | $76,768+18.3% | $56,287+61.3% |
| Participation rate | 98.6% | 75.2%+23.4pp | 77.0%+21.7pp | 69.9%+28.8pp |
| Annual return | -5.74% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $4,938 | $1,759+180.8% | $2,485+98.7% | $2,111+133.9% |
| Participant deferral / active EE | $4,342 | $3,255+33.4% | $3,852+12.7% | $3,350+29.6% |
| Admin fee / account holder | $222 | $489-54.6% | $6,675-96.7% | $521-57.4% |