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) | $29,779 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,604 |
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 | $179,581 | $80,968+121.8% | $96,544+86.0% | $75,163+138.9% |
| Participation rate | 95.9% | 71.8%+24.1pp | 76.0%+19.9pp | 67.2%+28.7pp |
| Annual return | 7.11% | 27.06%-20.0pp | 25.84%-18.7pp | 160.62%-153.5pp |
| Employer contribution / active EE | $997 | $2,282-56.3% | $2,965-66.4% | $2,670-62.7% |
| Participant deferral / active EE | $3,962 | $3,928+0.9% | $4,851-18.3% | $4,125-4.0% |
| Admin fee / account holder | $41 | $6,724-99.4% | $8,252-99.5% | $5,651-99.3% |