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: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $18,992 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,561 |
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 | $13,944 | $53,822-74.1% | $75,696-81.6% | $85,850-83.8% |
| Participation rate | 82.6% | 69.1%+13.5pp | 74.8%+7.8pp | 69.3%+13.3pp |
| Annual return | 14.20% | 24.54%-10.3pp | 104.53%-90.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,728 | $2,017-14.3% | $2,743-37.0% | $2,565-32.6% |
| Participant deferral / active EE | $1,692 | $2,895-41.6% | $3,821-55.7% | $3,952-57.2% |
| Admin fee / account holder | $134 | $3,343-96.0% | $3,619-96.3% | $6,260-97.9% |