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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,579 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $9,750 |
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 | $88,138 | $49,177+79.2% | $79,464+10.9% | $64,186+37.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.43% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,034 | $2,076+94.3% | $2,800+44.1% | $2,381+69.5% |
| Participant deferral / active EE | $5,631 | $2,821+99.6% | $3,704+52.0% | $3,470+62.3% |
| Admin fee / account holder | $294 | $3,839-92.3% | $5,113-94.2% | $4,888-94.0% |