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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,579 |
THE BENEFIT PRACTICE6 years Service code 13 · EIN 13-4144565 | Contract Administrator | $45,805 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,000 |
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 | $109,208 | $106,028+3.0% | $146,958-25.7% | $77,643+40.7% |
| Participation rate | 98.8% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.2pp |
| Annual return | 12.22% | 56.73%-44.5pp | 418.34%-406.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $3,595 | $4,063-11.5% | $4,933-27.1% | $2,726+31.9% |
| Participant deferral / active EE | $11,062 | $7,990+38.4% | $8,070+37.1% | $4,647+138.0% |
| Admin fee / account holder | $218 | $337-35.5% | $12,998-98.3% | $430-49.4% |