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 | $23,165 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,098 | $51,466-10.4% | $78,778-41.5% | $62,292-26.0% |
| Participation rate | 49.1% | 59.8%-10.7pp | 69.2%-20.1pp | 69.5%-20.4pp |
| Annual return | 11.78% | 19.96%-8.2pp | 35.62%-23.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $569 | $827-31.2% | $1,986-71.3% | $2,042-72.1% |
| Participant deferral / active EE | $1,747 | $2,147-18.6% | $2,958-40.9% | $3,169-44.9% |
| Admin fee / account holder | $336 | $489-31.4% | $5,134-93.5% | $479-30.0% |