See peer percentile detail. $4.99 for your first month.
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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $212,186 |
Service code 49 · EIN 74-2794194 | Other Services | $69,483 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,990 | $96,458-5.7% | $136,294-33.2% | $77,958+16.7% |
| Participation rate | 95.9% | 75.4%+20.5pp | 81.9%+14.0pp | 71.6%+24.3pp |
| Annual return | 20.58% | 23.78%-3.2pp | 5155.94%-5135.4pp | 20.87%-0.3pp |
| Employer contribution / active EE | $1,851 | $3,144-41.1% | $4,695-60.6% | $2,310-19.9% |
| Participant deferral / active EE | $10,272 | $5,902+74.0% | $6,247+64.4% | $3,537+190.5% |
| Admin fee / account holder | $120 | $80+49.4% | $9,243-98.7% | $97+23.4% |