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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,619 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,375 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,828 |
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 | $20,142 | $46,292-56.5% | $143,757-86.0% | $64,808-68.9% |
| Participation rate | 74.8% | 64.2%+10.5pp | 80.3%-5.6pp | 71.5%+3.3pp |
| Annual return | -10.94% | -10.05%-0.9pp | -0.04%-10.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $832 | $1,910-56.4% | $4,951-83.2% | $2,506-66.8% |
| Participant deferral / active EE | $1,244 | $2,646-53.0% | $5,637-77.9% | $4,310-71.1% |
| Admin fee / account holder | $56 | $154-63.6% | $14,673-99.6% | $188-70.2% |