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) | $13,623 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,606 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,867 | $56,485-63.1% | $185,823-88.8% | $86,799-76.0% |
| Participation rate | 77.0% | 65.5%+11.5pp | 81.7%-4.7pp | 72.3%+4.7pp |
| Annual return | 10.82% | 118.04%-107.2pp | 122.05%-111.2pp | 97.91%-87.1pp |
| Employer contribution / active EE | $784 | $1,843-57.4% | $5,167-84.8% | $2,405-67.4% |
| Participant deferral / active EE | $943 | $2,553-63.1% | $5,568-83.1% | $4,131-77.2% |
| Admin fee / account holder | $26 | $150-82.9% | $16,237-99.8% | $170-84.9% |