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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,047 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,411 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,837 | $73,102+31.1% | $123,544-22.4% | $56,287+70.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 82.3%+3.4pp | 69.9%+15.9pp |
| Annual return | -7.05% | 3.01%-10.1pp | 119.20%-126.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $4,430 | $2,977+48.8% | $4,628-4.3% | $2,111+109.9% |
| Participant deferral / active EE | $5,577 | $5,423+2.8% | $6,426-13.2% | $3,350+66.5% |
| Admin fee / account holder | $474 | $554-14.3% | $9,284-94.9% | $521-8.9% |