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 LLC7+ years Service code 49 · EIN 74-2794194 | Other Services | $18,253 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,024 | $71,883+171.3% | $86,677+125.0% | $68,494+184.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.27% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $7,026 | $2,173+223.4% | $2,836+147.7% | $2,596+170.6% |
| Participant deferral / active EE | $8,747 | $3,779+131.5% | $4,656+87.9% | $4,027+117.2% |
| Admin fee / account holder | $46 | $6,112-99.2% | $7,493-99.4% | $5,403-99.2% |