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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,822 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $48,815 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,903 | $91,407+101.2% | $135,903+35.3% | $71,457+157.4% |
| Participation rate | 94.4% | 75.7%+18.7pp | 81.9%+12.4pp | 67.9%+26.4pp |
| Annual return | 17.35% | 29.90%-12.5pp | 68.23%-50.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $5,237 | $3,703+41.4% | $4,856+7.8% | $2,588+102.4% |
| Participant deferral / active EE | $9,009 | $7,092+27.0% | $7,758+16.1% | $4,289+110.0% |
| Admin fee / account holder | $409 | $1,266-67.7% | $10,762-96.2% | $1,587-74.3% |