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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,134 |
BOKF, NA1 year Filed as: BOKF NA Service code 27 · EIN 73-0780382 | Advisory (Plan) | $10,938 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,884 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $3 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,012 | $63,114+10.9% | $92,893-24.6% | $65,185+7.4% |
| Participation rate | 92.9% | 68.8%+24.1pp | 76.0%+16.9pp | 70.2%+22.7pp |
| Annual return | 19.66% | 28.75%-9.1pp | 109.41%-89.8pp | 29.38%-9.7pp |
| Employer contribution / active EE | $2,441 | $2,571-5.1% | $3,653-33.2% | $2,177+12.1% |
| Participant deferral / active EE | $4,231 | $3,108+36.1% | $4,236-0.1% | $3,514+20.4% |
| Admin fee / account holder | $385 | $624-38.2% | $5,794-93.4% | $847-54.5% |