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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,922 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,553 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,361 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,535 | $105,181+40.3% | $159,436-7.5% | $85,850+71.9% |
| Participation rate | 90.5% | 75.8%+14.8pp | 82.8%+7.7pp | 69.3%+21.2pp |
| Annual return | 14.29% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $4,807 | $3,318+44.9% | $4,829-0.5% | $2,565+87.4% |
| Participant deferral / active EE | $6,477 | $5,945+8.9% | $7,352-11.9% | $3,952+63.9% |
| Admin fee / account holder | $625 | $6,933-91.0% | $10,799-94.2% | $6,260-90.0% |