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: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,484 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,751 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,344 | $77,899+186.7% | $149,673+49.2% | $75,163+197.1% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.0pp | 67.2%+30.6pp |
| Annual return | 18.44% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $7,318 | $3,137+133.2% | $4,818+51.9% | $2,670+174.1% |
| Participant deferral / active EE | $8,164 | $3,411+139.3% | $5,680+43.7% | $4,125+97.9% |
| Admin fee / account holder | $144 | $5,956-97.6% | $13,210-98.9% | $5,651-97.4% |