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 | $10,564 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 49 · EIN 74-2794194 | Other Services | $6,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,586 | $34,677-14.7% | $77,024-61.6% | $64,808-54.3% |
| Participation rate | 38.8% | 49.8%-11.0pp | 67.9%-29.1pp | 71.5%-32.7pp |
| Annual return | -11.53% | -5.33%-6.2pp | 42.32%-53.8pp | 32.82%-44.3pp |
| Employer contribution / active EE | $783 | $1,370-42.8% | $2,812-72.1% | $2,506-68.7% |
| Participant deferral / active EE | $1,719 | $2,556-32.8% | $4,426-61.2% | $4,310-60.1% |
| Admin fee / account holder | $30 | $179-83.3% | $5,425-99.4% | $188-84.1% |