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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,221 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,755 |
Service code 49 · EIN 74-2794194 | Other Services | $3,551 |
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 | $108,621 | $64,909+67.3% | $82,313+32.0% | $62,292+74.4% |
| Participation rate | 87.0% | 74.9%+12.1pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 11.63% | 21.18%-9.5pp | 25.88%-14.2pp | 28.90%-17.3pp |
| Employer contribution / active EE | $658 | $1,676-60.7% | $2,428-72.9% | $2,042-67.8% |
| Participant deferral / active EE | $3,764 | $3,103+21.3% | $3,706+1.6% | $3,169+18.8% |
| Admin fee / account holder | $128 | $440-71.0% | $5,608-97.7% | $479-73.4% |