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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,193 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,580 | $66,302-32.8% | $110,238-59.6% | $56,287-20.8% |
| Participation rate | 80.0% | 74.9%+5.1pp | 79.8%+0.2pp | 69.9%+10.1pp |
| Annual return | -7.36% | -1.18%-6.2pp | 314.74%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,580 | $2,047-22.8% | $3,826-58.7% | $2,111-25.2% |
| Participant deferral / active EE | $2,400 | $3,381-29.0% | $4,672-48.6% | $3,350-28.4% |
| Admin fee / account holder | $391 | $698-44.1% | $8,547-95.4% | $521-25.0% |