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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $23,442 |
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $13,430 |
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 | $30,705 | $58,879-47.9% | $178,490-82.8% | $73,488-58.2% |
| Participation rate | 80.4% | 66.2%+14.2pp | 81.9%-1.5pp | 70.7%+9.7pp |
| Annual return | 23.94% | 24.86%-0.9pp | 151.07%-127.1pp | 28.51%-4.6pp |
| Employer contribution / active EE | $1,368 | $2,236-38.8% | $5,011-72.7% | $2,270-39.7% |
| Participant deferral / active EE | $2,546 | $2,567-0.8% | $5,202-51.1% | $3,740-31.9% |
| Admin fee / account holder | $177 | $400-55.9% | $13,984-98.7% | $513-65.6% |