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 LLC2+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $82,428 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,648 |
GELTRUDE & CO.3+ years Service code 10 · EIN 22-3363665 | Accounting | $10,998 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,648 | $46,966+84.5% | $185,117-53.2% | $69,631+24.4% |
| Participation rate | 91.4% | 65.3%+26.2pp | 77.3%+14.2pp | 70.7%+20.8pp |
| Annual return | 14.91% | 22.36%-7.4pp | 40.50%-25.6pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,631 | $1,360+19.9% | $4,182-61.0% | $2,032-19.8% |
| Participant deferral / active EE | $5,235 | $3,017+73.5% | $5,045+3.8% | $3,224+62.4% |
| Admin fee / account holder | $31 | $94-67.4% | $8,159-99.6% | $110-72.3% |