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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,406 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,000 |
THE BENEFIT PRACTICE2 years Service code 13 · EIN 13-4144565 | Contract Administrator | $26,758 |
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 | $127,367 | $100,801+26.4% | $149,696-14.9% | $73,409+73.5% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.5%+16.2pp | 72.2%+26.5pp |
| Annual return | 13.58% | 265.34%-251.8pp | 276.60%-263.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $3,435 | $3,312+3.7% | $4,644-26.0% | $2,234+53.8% |
| Participant deferral / active EE | $11,586 | $6,404+80.9% | $6,842+69.3% | $3,805+204.5% |
| Admin fee / account holder | $231 | $181+28.0% | $9,309-97.5% | $158+46.5% |