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) | $24,872 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,464 |
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 | $159,235 | $65,376+143.6% | $87,100+82.8% | $65,185+144.3% |
| Participation rate | 97.4% | 75.3%+22.1pp | 76.9%+20.5pp | 70.2%+27.2pp |
| Annual return | 13.79% | 31.27%-17.5pp | 28.19%-14.4pp | 29.38%-15.6pp |
| Employer contribution / active EE | $5,268 | $1,822+189.1% | $2,521+108.9% | $2,177+142.0% |
| Participant deferral / active EE | $3,340 | $3,388-1.4% | $4,049-17.5% | $3,514-4.9% |
| Admin fee / account holder | $45 | $520-91.3% | $7,497-99.4% | $847-94.7% |