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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $196,155 |
GELTRUDE & CO.8+ years Service code 10 · EIN 22-3363665 | Accounting | $10,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $6,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,429 | $50,458+93.1% | $159,960-39.1% | $64,808+50.3% |
| Participation rate | 78.5% | 68.0%+10.5pp | 78.0%+0.6pp | 71.5%+7.0pp |
| Annual return | -12.12% | -13.42%+1.3pp | 408.60%-420.7pp | 32.82%-44.9pp |
| Employer contribution / active EE | $1,591 | $1,722-7.6% | $4,226-62.3% | $2,506-36.5% |
| Participant deferral / active EE | $5,622 | $4,004+40.4% | $6,182-9.1% | $4,310+30.4% |
| Admin fee / account holder | $216 | $706-69.4% | $8,698-97.5% | $188+15.1% |