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 | $137,810 |
Filed as: AGGREGATE RETIREMENT Service code 13 · EIN 47-1910719 | Contract Administrator | $57,982 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,624 |
Service code 49 · EIN 13-3532742 | Other Services | $4,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,058 | $95,918-88.5% | $151,611-92.7% | $77,904-85.8% |
| Participation rate | 54.7% | 88.7%-34.0pp | 87.5%-32.8pp | 73.7%-19.0pp |
| Annual return | -14.87% | -5.50%-9.4pp | 3.33%-18.2pp | 12.21%-27.1pp |
| Employer contribution / active EE | $0 | $4,330-100.0% | $6,166-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $461 | $7,508-93.9% | $8,363-94.5% | $4,806-90.4% |
| Admin fee / account holder | $144 | $93+54.2% | $11,616-98.8% | $133+8.5% |