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 8-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 | $40,807 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,404 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,814 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,909 | $72,254-83.5% | $86,677-86.3% | $64,808-81.6% |
| Participation rate | 85.2% | 80.4%+4.8pp | 76.6%+8.6pp | 71.5%+13.7pp |
| Annual return | -17.24% | 392.42%-409.7pp | 35.91%-53.1pp | 32.82%-50.1pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,957 | $4,658-58.0% | $4,656-58.0% | $4,310-54.6% |
| Admin fee / account holder | $155 | $174-11.1% | $7,493-97.9% | $188-17.7% |