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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,681 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,447 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $161,483 | $52,953+205.0% | $172,739-6.5% | $65,185+147.7% |
| Participation rate | 93.0% | 66.2%+26.8pp | 82.6%+10.4pp | 70.2%+22.8pp |
| Annual return | 25.71% | 30.12%-4.4pp | 802.84%-777.1pp | 29.38%-3.7pp |
| Employer contribution / active EE | $15,639 | $2,190+614.2% | $5,143+204.1% | $2,177+618.5% |
| Participant deferral / active EE | $6,645 | $2,471+168.9% | $5,198+27.8% | $3,514+89.1% |
| Admin fee / account holder | $36 | $472-92.3% | $13,954-99.7% | $847-95.7% |