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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,700 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,538 | $59,186+90.1% | $76,768+46.6% | $56,287+99.9% |
| Participation rate | 46.5% | 75.2%-28.7pp | 77.0%-30.4pp | 69.9%-23.3pp |
| Annual return | -5.65% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,273 | $1,759-27.6% | $2,485-48.8% | $2,111-39.7% |
| Participant deferral / active EE | $3,348 | $3,255+2.9% | $3,852-13.1% | $3,3500% |
| Admin fee / account holder | $66 | $489-86.6% | $6,675-99.0% | $521-87.4% |