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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $153,316 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 32-2552359 | Advisory (Plan) | $99,973 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,458 | $96,403-15.5% | $93,606-13.0% | $77,787+4.7% |
| Participation rate | 92.1% | 87.6%+4.4pp | 75.8%+16.2pp | 73.2%+18.8pp |
| Annual return | 21.72% | 39.36%-17.6pp | 32.76%-11.0pp | 32.57%-10.8pp |
| Employer contribution / active EE | $3,608 | $3,616-0.2% | $2,718+32.7% | $2,504+44.1% |
| Participant deferral / active EE | $4,575 | $5,341-14.3% | $4,069+12.4% | $3,967+15.3% |
| Admin fee / account holder | $205 | $90+129.3% | $7,888-97.4% | $100+105.1% |