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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $169,465 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,000 |
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 | $75,008 | $108,719-31.0% | $101,326-26.0% | $85,563-12.3% |
| Participation rate | 97.9% | 80.9%+17.0pp | 81.5%+16.4pp | 66.0%+32.0pp |
| Annual return | 21.14% | 20.95%+0.2pp | 36.82%-15.7pp | 31.51%-10.4pp |
| Employer contribution / active EE | $1,548 | $3,114-50.3% | $3,665-57.8% | $2,654-41.7% |
| Participant deferral / active EE | $12,725 | $8,545+48.9% | $7,994+59.2% | $4,375+190.8% |
| Admin fee / account holder | $130 | $685-81.0% | $11,185-98.8% | $834-84.4% |