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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,395 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,634 | $56,485-1.5% | $185,823-70.1% | $86,799-35.9% |
| Participation rate | 97.9% | 65.5%+32.5pp | 81.7%+16.2pp | 72.3%+25.7pp |
| Annual return | 16.87% | 118.04%-101.2pp | 122.05%-105.2pp | 97.91%-81.0pp |
| Employer contribution / active EE | $2,441 | $1,843+32.5% | $5,167-52.8% | $2,405+1.5% |
| Participant deferral / active EE | $3,896 | $2,553+52.6% | $5,568-30.0% | $4,131-5.7% |
| Admin fee / account holder | $143 | $150-4.7% | $16,237-99.1% | $170-15.9% |