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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 49 · EIN 74-2794194 | Other Services | $22,559 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $66,602 | $44,873+48.4% | $79,464-16.2% | $56,287+18.3% |
| Participation rate | 66.1% | 68.7%-2.6pp | 73.3%-7.3pp | 69.9%-3.8pp |
| Annual return | -0.90% | 0.81%-1.7pp | 718.14%-719.0pp | -9.96%+9.1pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,839 | $2,746+3.4% | $3,704-23.3% | $3,350-15.2% |
| Admin fee / account holder | $26 | $418-93.7% | $5,113-99.5% | $521-95.0% |