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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $225,069 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,965 |
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 | $60,058 | $127,481-52.9% | $149,696-59.9% | $90,288-33.5% |
| Participation rate | 88.0% | 78.2%+9.7pp | 82.5%+5.5pp | 73.4%+14.6pp |
| Annual return | 19.99% | 57.78%-37.8pp | 276.60%-256.6pp | 53.97%-34.0pp |
| Employer contribution / active EE | $3,653 | $3,448+6.0% | $4,644-21.3% | $2,524+44.7% |
| Participant deferral / active EE | $8,176 | $6,975+17.2% | $6,842+19.5% | $4,232+93.2% |
| Admin fee / account holder | $149 | $152-2.0% | $9,309-98.4% | $114+30.3% |