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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,206,337 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 49 · EIN 74-2794194 | Other Services | $72,808 |
SUNRISE ADVISORS1 year Filed as: SUNRISE INVESTMENT SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $60,808 |
HUNTON ANDREWS KURTH LLP3+ years Filed as: HUNTON & WILLIAMS, LLP Service code 29 · EIN 54-0572269 | Legal | $60,606 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $43,595 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,125 | $53,684-81.1% | $170,442-94.1% | $80,976-87.5% |
| Participation rate | 82.1% | 69.2%+13.0pp | 83.6%-1.5pp | 68.3%+13.9pp |
| Annual return | 12.29% | 25.97%-13.7pp | 205.93%-193.6pp | 22.91%-10.6pp |
| Employer contribution / active EE | $365 | $1,642-77.8% | $5,433-93.3% | $2,402-84.8% |
| Participant deferral / active EE | $1,141 | $3,017-62.2% | $4,939-76.9% | $3,848-70.4% |
| Admin fee / account holder | $66 | $46+42.8% | $13,880-99.5% | $67-1.9% |