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) | $47,543 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,746 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $189,051 | $58,879+221.1% | $178,490+5.9% | $73,488+157.3% |
| Participation rate | 97.1% | 66.2%+30.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 16.54% | 24.86%-8.3pp | 151.07%-134.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $6,417 | $2,236+187.0% | $5,011+28.1% | $2,270+182.7% |
| Participant deferral / active EE | $6,785 | $2,567+164.3% | $5,202+30.5% | $3,740+81.5% |
| Admin fee / account holder | $22 | $400-94.6% | $13,984-99.8% | $513-95.8% |