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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,852 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $24,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $105,450 | $63,346+66.5% | $92,233+14.3% | $70,131+50.4% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 17.32% | 530.12%-512.8pp | 176.28%-159.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,982 | $2,471+20.7% | $3,679-18.9% | $2,342+27.3% |
| Participant deferral / active EE | $7,062 | $2,854+147.5% | $3,897+81.2% | $3,332+112.0% |
| Admin fee / account holder | $349 | $3,840-90.9% | $5,194-93.3% | $4,645-92.5% |