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 | $147,350 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,000 |
Filed as: SC&H ATTEST SERVICES Service code 10 · EIN 52-1743645 | Accounting | $6,450 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,208 | $104,317+26.7% | $159,436-17.1% | $86,799+52.3% |
| Participation rate | 94.4% | 77.7%+16.7pp | 82.8%+11.5pp | 72.3%+22.1pp |
| Annual return | -1.75% | 26.32%-28.1pp | 263.57%-265.3pp | 97.91%-99.7pp |
| Employer contribution / active EE | $1,601 | $3,451-53.6% | $4,829-66.9% | $2,405-33.4% |
| Participant deferral / active EE | $7,559 | $6,837+10.6% | $7,352+2.8% | $4,131+83.0% |
| Admin fee / account holder | $188 | $172+9.1% | $10,799-98.3% | $170+10.8% |