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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,056 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $10,023 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,871 | $42,546-20.4% | $71,796-52.8% | $55,167-38.6% |
| Participation rate | 78.1% | 59.1%+19.0pp | 69.1%+9.0pp | 69.0%+9.1pp |
| Annual return | 6.43% | 12.36%-5.9pp | 78.04%-71.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $387 | $803-51.9% | $1,924-79.9% | $1,963-80.3% |
| Participant deferral / active EE | $2,260 | $2,064+9.5% | $2,794-19.1% | $3,054-26.0% |
| Admin fee / account holder | $109 | $650-83.2% | $4,815-97.7% | $504-78.3% |