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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,045 |
Service code 27 · EIN 27-4653554 | Advisory (Plan) | $15,183 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $10,062 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,255 | $58,879-36.7% | $178,490-79.1% | $73,488-49.3% |
| Participation rate | 86.5% | 66.2%+20.2pp | 81.9%+4.5pp | 70.7%+15.8pp |
| Annual return | 2.58% | 24.86%-22.3pp | 151.07%-148.5pp | 28.51%-25.9pp |
| Employer contribution / active EE | $2,975 | $2,236+33.0% | $5,011-40.6% | $2,270+31.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $221 | $400-44.8% | $13,984-98.4% | $513-57.0% |