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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,019 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,714 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,945 | $52,293-65.7% | $178,490-89.9% | $73,409-75.6% |
| Participation rate | 76.6% | 65.3%+11.2pp | 81.9%-5.4pp | 72.2%+4.4pp |
| Annual return | 8.83% | 34.75%-25.9pp | 151.07%-142.2pp | 59.29%-50.5pp |
| Employer contribution / active EE | $780 | $1,735-55.1% | $5,011-84.4% | $2,234-65.1% |
| Participant deferral / active EE | $1,016 | $2,332-56.4% | $5,202-80.5% | $3,805-73.3% |
| Admin fee / account holder | $22 | $127-82.7% | $13,984-99.8% | $158-86.0% |