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, LLC3+ years Service code 27 · EIN 20-8172864 | Advisory (Plan) | $31,407 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,888 |
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 | $96,702 | $58,726+64.7% | $92,233+4.8% | $62,292+55.2% |
| Participation rate | 90.5% | 68.3%+22.1pp | 76.5%+14.0pp | 69.5%+21.0pp |
| Annual return | 18.30% | 43.62%-25.3pp | 176.28%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,648 | $2,392-31.1% | $3,679-55.2% | $2,042-19.3% |
| Participant deferral / active EE | $9,294 | $2,766+236.1% | $3,897+138.5% | $3,169+193.3% |
| Admin fee / account holder | $16 | $556-97.2% | $5,194-99.7% | $479-96.7% |