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 |
|---|---|---|
KDV WEALTH MANAGEMENT, LLC2+ years Service code 27 · EIN 20-8172864 | Advisory (Plan) | $28,179 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,840 |
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 | $83,423 | $52,884+57.7% | $84,750-1.6% | $55,167+51.2% |
| Participation rate | 90.7% | 67.5%+23.1pp | 76.6%+14.1pp | 69.0%+21.7pp |
| Annual return | 9.48% | 18.03%-8.6pp | 22.78%-13.3pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,495 | $2,233-33.1% | $3,574-58.2% | $1,963-23.8% |
| Participant deferral / active EE | $8,150 | $2,644+208.3% | $3,712+119.6% | $3,054+166.9% |
| Admin fee / account holder | $10 | $581-98.2% | $5,332-99.8% | $504-98.0% |