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 LLC8+ years Service code 49 · EIN 74-2794194 | Other Services | $18,250 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,098 | $80,968+152.1% | $96,544+111.4% | $75,163+171.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.37% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.2pp |
| Employer contribution / active EE | $8,494 | $2,282+272.2% | $2,965+186.5% | $2,670+218.1% |
| Participant deferral / active EE | $9,326 | $3,928+137.4% | $4,851+92.3% | $4,125+126.1% |
| Admin fee / account holder | $32 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |