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 7-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,462 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,708 |
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 | $143,447 | $59,186+142.4% | $76,768+86.9% | $56,287+154.9% |
| Participation rate | 98.1% | 75.2%+22.9pp | 77.0%+21.2pp | 69.9%+28.3pp |
| Annual return | -1.21% | 6.62%-7.8pp | 2.43%-3.6pp | -9.96%+8.7pp |
| Employer contribution / active EE | $2,585 | $1,759+47.0% | $2,485+4.0% | $2,111+22.5% |
| Participant deferral / active EE | $3,115 | $3,255-4.3% | $3,852-19.1% | $3,350-7.0% |
| Admin fee / account holder | $67 | $489-86.3% | $6,675-99.0% | $521-87.1% |