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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,830 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,656 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $8,000 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $131,882 | $98,750+33.6% | $149,696-11.9% | $79,858+65.1% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.6pp |
| Annual return | 14.97% | 27.43%-12.5pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,982 | $3,216+54.9% | $4,644+7.3% | $2,471+101.6% |
| Participant deferral / active EE | $6,355 | $5,680+11.9% | $6,842-7.1% | $3,740+69.9% |
| Admin fee / account holder | $498 | $6,053-91.8% | $9,309-94.6% | $5,306-90.6% |