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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,507 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,566 | $98,750+37.3% | $149,696-9.4% | $79,858+69.8% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 18.71% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,806 | $3,216-12.7% | $4,644-39.6% | $2,471+13.6% |
| Participant deferral / active EE | $11,871 | $5,680+109.0% | $6,842+73.5% | $3,740+217.4% |
| Admin fee / account holder | $423 | $6,053-93.0% | $9,309-95.5% | $5,306-92.0% |