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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $6,637 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,138 |
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 | $118,116 | $60,165+96.3% | $74,183+59.2% | $55,167+114.1% |
| Participation rate | 99.0% | 74.2%+24.9pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 6.98% | 10.00%-3.0pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,171 | $1,600-26.8% | $2,370-50.6% | $1,963-40.4% |
| Participant deferral / active EE | $5,648 | $2,973+90.0% | $3,550+59.1% | $3,054+84.9% |
| Admin fee / account holder | $26 | $419-93.9% | $5,586-99.5% | $504-94.9% |