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 LLC5+ years Service code 49 · EIN 74-2794194 | Other Services | $7,232 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,892 | $39,948-37.7% | $89,391-72.2% | $73,409-66.1% |
| Participation rate | 55.9% | 50.4%+5.5pp | 68.0%-12.1pp | 72.2%-16.3pp |
| Annual return | 14.85% | 50.12%-35.3pp | 245.62%-230.8pp | 59.29%-44.4pp |
| Employer contribution / active EE | $838 | $1,200-30.1% | $2,586-67.6% | $2,234-62.5% |
| Participant deferral / active EE | $1,878 | $2,193-14.4% | $3,890-51.7% | $3,805-50.7% |
| Admin fee / account holder | $17 | $134-87.0% | $4,881-99.6% | $158-88.9% |