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 4-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 COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $153,019 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 · EIN 74-2794194 | Other Services | $54,034 |
Service code 49 · EIN 38-3220894 | Other Services | $15,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,302 | $72,254-55.3% | $86,677-62.7% | $64,808-50.2% |
| Participation rate | 96.8% | 80.4%+16.4pp | 76.6%+20.2pp | 71.5%+25.3pp |
| Annual return | -1.39% | 392.42%-393.8pp | 35.91%-37.3pp | 32.82%-34.2pp |
| Employer contribution / active EE | $2,567 | $2,393+7.3% | $2,836-9.5% | $2,506+2.4% |
| Participant deferral / active EE | $3,944 | $4,658-15.3% | $4,656-15.3% | $4,310-8.5% |
| Admin fee / account holder | $138 | $174-20.4% | $7,493-98.2% | $188-26.3% |