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 | $25,225 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,974 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,046 | $49,177+101.4% | $79,464+24.6% | $64,186+54.3% |
| Participation rate | 75.4% | 65.0%+10.3pp | 73.3%+2.0pp | 69.6%+5.8pp |
| Annual return | -4.05% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,461 | $2,076+66.7% | $2,800+23.6% | $2,381+45.4% |
| Participant deferral / active EE | $6,740 | $2,821+138.9% | $3,704+82.0% | $3,470+94.2% |
| Admin fee / account holder | $341 | $3,839-91.1% | $5,113-93.3% | $4,888-93.0% |