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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,919 |
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $8,037 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 49 · EIN 74-2794194 | Other Services | $7,150 |
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 | $133,538 | $59,186+125.6% | $76,768+73.9% | $56,287+137.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -5.33% | 6.62%-11.9pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $5,720 | $1,759+225.2% | $2,485+130.1% | $2,111+170.9% |
| Participant deferral / active EE | $6,404 | $3,255+96.8% | $3,852+66.3% | $3,350+91.2% |
| Admin fee / account holder | $73 | $489-85.2% | $6,675-98.9% | $521-86.1% |