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) | $30,415 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,616 |
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 | $161,819 | $65,435+147.3% | $86,677+86.7% | $66,914+141.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -2.70% | -10.89%+8.2pp | 35.91%-38.6pp | 1.58%-4.3pp |
| Employer contribution / active EE | $3,937 | $2,153+82.8% | $2,836+38.8% | $2,544+54.7% |
| Participant deferral / active EE | $3,733 | $4,100-9.0% | $4,656-19.8% | $4,237-11.9% |
| Admin fee / account holder | $37 | $642-94.2% | $7,493-99.5% | $593-93.8% |