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 | $8,746 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 49 · EIN 74-2794194 | Other Services | $7,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,611 | $40,522-49.1% | $84,611-75.6% | $67,579-69.5% |
| Participation rate | 63.6% | 51.1%+12.5pp | 68.2%-4.6pp | 71.3%-7.7pp |
| Annual return | 17.42% | 32.72%-15.3pp | 258.74%-241.3pp | 378.56%-361.1pp |
| Employer contribution / active EE | $734 | $1,146-36.0% | $2,652-72.3% | $2,148-65.8% |
| Participant deferral / active EE | $1,961 | $2,132-8.0% | $3,899-49.7% | $3,539-44.6% |
| Admin fee / account holder | $25 | $145-82.8% | $4,912-99.5% | $142-82.4% |