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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,660 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,771 | $48,046-23.5% | $84,611-56.5% | $72,985-49.6% |
| Participation rate | 50.0% | 57.6%-7.6pp | 68.2%-18.2pp | 69.5%-19.5pp |
| Annual return | -61.87% | 37.38%-99.3pp | 258.74%-320.6pp | 81.00%-142.9pp |
| Employer contribution / active EE | $922 | $1,602-42.5% | $2,652-65.2% | $2,440-62.2% |
| Participant deferral / active EE | $5,003 | $2,680+86.7% | $3,899+28.3% | $3,607+38.7% |
| Admin fee / account holder | $619 | $3,395-81.8% | $4,912-87.4% | $5,124-87.9% |