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 | $46,532 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,610 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,250 |
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 | $45,288 | $46,292-2.2% | $143,757-68.5% | $64,808-30.1% |
| Participation rate | 96.5% | 64.2%+32.3pp | 80.3%+16.2pp | 71.5%+25.1pp |
| Annual return | -17.24% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,484 | $1,910+30.1% | $4,951-49.8% | $2,506-0.9% |
| Participant deferral / active EE | $4,082 | $2,646+54.3% | $5,637-27.6% | $4,310-5.3% |
| Admin fee / account holder | $142 | $154-7.7% | $14,673-99.0% | $188-24.4% |