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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,618 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNER DAVIES, LLP Service code 10 · EIN 27-1728945 | Accounting | $16,773 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,969 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,604 | $30,086-74.7% | $61,373-87.6% | $64,808-88.3% |
| Participation rate | 39.2% | 36.4%+2.9pp | 52.6%-13.3pp | 71.5%-32.2pp |
| Annual return | -18.43% | -13.99%-4.4pp | 338.61%-357.0pp | 32.82%-51.2pp |
| Employer contribution / active EE | $458 | $536-14.5% | $1,159-60.5% | $2,506-81.7% |
| Participant deferral / active EE | $1,472 | $1,126+30.8% | $2,125-30.7% | $4,310-65.8% |
| Admin fee / account holder | $78 | $148-47.1% | $2,130-96.3% | $188-58.2% |