See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,333 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $39,460 |
THE BENEFIT PRACTICE4+ years Service code 49 · EIN 13-4144565 | Other Services | $16,579 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,560 | $100,923-47.9% | $150,045-65.0% | $74,304-29.3% |
| Participation rate | 97.9% | 70.1%+27.8pp | 82.3%+15.6pp | 60.3%+37.6pp |
| Annual return | 19.03% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,086 | $3,463-68.7% | $4,693-76.9% | $2,241-51.6% |
| Participant deferral / active EE | $8,006 | $6,709+19.3% | $7,997+0.1% | $3,767+112.5% |
| Admin fee / account holder | $290 | $2,767-89.5% | $13,435-97.8% | $2,969-90.2% |