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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,556 |
Service code 49 | Other Services | $25,874 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 · EIN 74-2794194 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,825 | $37,196-38.6% | $154,107-85.2% | $55,725-59.0% |
| Participation rate | 61.4% | 64.1%-2.7pp | 83.0%-21.7pp | 70.9%-9.5pp |
| Annual return | -4.54% | 1319.68%-1324.2pp | 735.12%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $529 | $1,614-67.2% | $5,298-90.0% | $2,078-74.5% |
| Participant deferral / active EE | $2,177 | $2,068+5.3% | $5,081-57.1% | $3,356-35.1% |
| Admin fee / account holder | $70 | $102-30.8% | $13,411-99.5% | $115-38.9% |