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 COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $185,053 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 · EIN 74-2794194 | Other Services | $61,477 |
Service code 49 · EIN 38-3220894 | Other Services | $17,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,580 | $99,078-58.0% | $96,544-56.9% | $74,419-44.1% |
| Participation rate | 98.2% | 80.7%+17.6pp | 76.0%+22.3pp | 70.7%+27.5pp |
| Annual return | 18.08% | 22.48%-4.4pp | 25.84%-7.8pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,059 | $2,570+19.0% | $2,965+3.2% | $2,637+16.0% |
| Participant deferral / active EE | $4,859 | $4,933-1.5% | $4,851+0.2% | $4,528+7.3% |
| Admin fee / account holder | $171 | $225-23.8% | $8,252-97.9% | $348-50.8% |