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 | $96,589 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $46,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $227,240 | $104,475+117.5% | $159,436+42.5% | $79,386+186.2% |
| Participation rate | 95.7% | 76.6%+19.0pp | 82.8%+12.8pp | 70.7%+24.9pp |
| Annual return | 12.97% | 67.95%-55.0pp | 263.57%-250.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $5,147 | $3,417+50.6% | $4,829+6.6% | $2,427+112.0% |
| Participant deferral / active EE | $8,355 | $6,467+29.2% | $7,352+13.6% | $4,046+106.5% |
| Admin fee / account holder | $514 | $711-27.8% | $10,799-95.2% | $626-18.0% |