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 9-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,313 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $64,945 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,615 | $92,055+18.0% | $106,213+2.3% | $77,643+39.9% |
| Participation rate | 90.8% | 81.0%+9.8pp | 75.3%+15.5pp | 70.6%+20.2pp |
| Annual return | 10.86% | 17.91%-7.0pp | 116.14%-105.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $3,219 | $3,367-4.4% | $3,171+1.5% | $2,726+18.1% |
| Participant deferral / active EE | $6,159 | $5,386+14.4% | $5,016+22.8% | $4,647+32.5% |
| Admin fee / account holder | $230 | $219+4.9% | $11,033-97.9% | $430-46.6% |