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) | $26,610 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,603 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,467 | $73,638+122.0% | $95,952+70.4% | $73,488+122.4% |
| Participation rate | 99.1% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 5.98% | 16.78%-10.8pp | 91.61%-85.6pp | 28.51%-22.5pp |
| Employer contribution / active EE | $5,524 | $1,863+196.5% | $2,541+117.4% | $2,270+143.3% |
| Participant deferral / active EE | $3,612 | $3,617-0.1% | $4,167-13.3% | $3,740-3.4% |
| Admin fee / account holder | $28 | $482-94.1% | $6,795-99.6% | $513-94.5% |