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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,717 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $51,787 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $206,435 | $100,923+104.5% | $150,045+37.6% | $74,304+177.8% |
| Participation rate | 96.4% | 70.1%+26.3pp | 82.3%+14.1pp | 60.3%+36.0pp |
| Annual return | 13.17% | 51.77%-38.6pp | 62.55%-49.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $4,942 | $3,463+42.7% | $4,693+5.3% | $2,241+120.5% |
| Participant deferral / active EE | $9,546 | $6,709+42.3% | $7,997+19.4% | $3,767+153.4% |
| Admin fee / account holder | $405 | $2,767-85.4% | $13,435-97.0% | $2,969-86.4% |