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) | $29,651 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,189 |
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 | $179,712 | $75,923+136.7% | $102,423+75.5% | - |
| Participation rate | 89.9% | 71.4%+18.5pp | 76.5%+13.4pp | - |
| Annual return | 6.62% | 15.12%-8.5pp | 29.32%-22.7pp | - |
| Employer contribution / active EE | $8,688 | $2,206+293.8% | $3,023+187.4% | - |
| Participant deferral / active EE | $4,033 | $4,258-5.3% | $5,053-20.2% | - |
| Admin fee / account holder | $38 | $11,449-99.7% | $9,451-99.6% | - |