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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,651 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,966 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,307 | $71,516+9.5% | $98,439-20.5% | $71,457+9.6% |
| Participation rate | 92.7% | 72.7%+20.0pp | 75.2%+17.5pp | 67.9%+24.8pp |
| Annual return | 13.41% | 32.41%-19.0pp | 21.16%-7.8pp | 28.85%-15.4pp |
| Employer contribution / active EE | $967 | $2,399-59.7% | $3,048-68.3% | $2,588-62.6% |
| Participant deferral / active EE | $4,277 | $4,109+4.1% | $4,738-9.7% | $4,289-0.3% |
| Admin fee / account holder | $271 | $1,675-83.8% | $8,948-97.0% | $1,587-82.9% |