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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,671 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,217 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,314 | $29,369-10.4% | $77,482-66.0% | $73,409-64.2% |
| Participation rate | 55.5% | 37.9%+17.6pp | 54.2%+1.3pp | 72.2%-16.7pp |
| Annual return | 6.63% | 358.15%-351.5pp | 54.79%-48.2pp | 59.29%-52.7pp |
| Employer contribution / active EE | $416 | $406+2.6% | $986-57.8% | $2,234-81.4% |
| Participant deferral / active EE | $1,912 | $941+103.3% | $1,861+2.7% | $3,805-49.7% |
| Admin fee / account holder | $299 | $123+144.0% | $2,858-89.5% | $158+89.7% |