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 | $31,148 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,888 |
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.
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 | $14,269 | $23,119-38.3% | $71,086-79.9% | $75,289-81.0% |
| Participation rate | 39.5% | 36.3%+3.2pp | 54.7%-15.2pp | 72.4%-32.9pp |
| Annual return | -23.28% | -3.32%-20.0pp | 650.59%-673.9pp | -0.04%-23.2pp |
| Employer contribution / active EE | $228 | $399-42.8% | $1,088-79.0% | $2,405-90.5% |
| Participant deferral / active EE | $821 | $960-14.5% | $1,874-56.2% | $3,739-78.0% |
| Admin fee / account holder | $51 | $89-43.3% | $3,082-98.4% | $102-50.4% |