See peer percentile detail. $4.99 for your first month.
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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,248 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,852 | $25,165-60.9% | $73,545-86.6% | $77,958-87.4% |
| Participation rate | 61.7% | 36.6%+25.1pp | 54.9%+6.8pp | 71.6%-10.0pp |
| Annual return | -12.65% | 18.12%-30.8pp | -15.16%+2.5pp | 20.87%-33.5pp |
| Employer contribution / active EE | $379 | $395-4.1% | $1,219-68.9% | $2,310-83.6% |
| Participant deferral / active EE | $1,324 | $898+47.5% | $1,806-26.7% | $3,537-62.6% |
| Admin fee / account holder | $134 | $76+77.5% | $2,320-94.2% | $97+38.1% |