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 10-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $65,137 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,554 |
GELTRUDE & CO.2+ years Service code 10 · EIN 22-3363665 | Accounting | $10,588 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,722 | $42,582+82.5% | $171,082-54.6% | $57,658+34.8% |
| Participation rate | 81.5% | 63.9%+17.6pp | 76.7%+4.8pp | 70.2%+11.3pp |
| Annual return | 8.37% | 308.67%-300.3pp | 32.56%-24.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,390 | $1,306+6.5% | $4,002-65.3% | $1,974-29.6% |
| Participant deferral / active EE | $4,475 | $2,933+52.5% | $4,797-6.7% | $3,061+46.2% |
| Admin fee / account holder | $30 | $82-63.1% | $8,520-99.6% | $95-67.9% |