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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $54,750 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,952 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 49 · EIN 74-2794194 | Other Services | $8,547 |
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 | $96,827 | $155,795-37.8% | $136,294-29.0% | $69,631+39.1% |
| Participation rate | 93.5% | 75.2%+18.2pp | 81.9%+11.6pp | 70.7%+22.8pp |
| Annual return | 19.93% | 232464.33%-232444.4pp | 5155.94%-5136.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $2,371 | $2,991-20.7% | $4,695-49.5% | $2,032+16.7% |
| Participant deferral / active EE | $7,655 | $5,394+41.9% | $6,247+22.5% | $3,224+137.5% |
| Admin fee / account holder | $36 | $128-72.0% | $9,243-99.6% | $110-67.5% |