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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,925 |
Filed as: KESTRA ADVISORY SVCS LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $99,890 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,553 | $105,190-14.9% | $98,907-9.5% | $90,288-0.8% |
| Participation rate | 91.9% | 86.4%+5.5pp | 76.0%+15.8pp | 73.4%+18.5pp |
| Annual return | 12.70% | 18.52%-5.8pp | 196.43%-183.7pp | 53.97%-41.3pp |
| Employer contribution / active EE | $3,934 | $3,831+2.7% | $2,689+46.3% | $2,524+55.9% |
| Participant deferral / active EE | $4,718 | $5,616-16.0% | $4,244+11.2% | $4,232+11.5% |
| Admin fee / account holder | $204 | $97+109.4% | $6,642-96.9% | $114+78.7% |