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 | $42,756 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,975 |
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 | $96,358 | $65,376+47.4% | $87,100+10.6% | $65,185+47.8% |
| Participation rate | 96.5% | 75.3%+21.1pp | 76.9%+19.6pp | 70.2%+26.3pp |
| Annual return | 22.88% | 31.27%-8.4pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $3,358 | $1,822+84.2% | $2,521+33.2% | $2,177+54.3% |
| Participant deferral / active EE | $3,700 | $3,388+9.2% | $4,049-8.6% | $3,514+5.3% |
| Admin fee / account holder | $200 | $520-61.5% | $7,497-97.3% | $847-76.4% |