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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $171,979 |
Filed as: KESTRA ADVISORY SVC LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $100,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,285 | $93,131+0.2% | $106,548-12.4% | $86,799+7.5% |
| Participation rate | 81.0% | 81.4%-0.4pp | 76.1%+4.9pp | 72.3%+8.8pp |
| Annual return | 15.13% | 19.45%-4.3pp | 26.80%-11.7pp | 97.91%-82.8pp |
| Employer contribution / active EE | $3,485 | $2,895+20.4% | $2,819+23.6% | $2,405+44.9% |
| Participant deferral / active EE | $6,360 | $4,708+35.1% | $4,398+44.6% | $4,131+54.0% |
| Admin fee / account holder | $204 | $145+40.8% | $7,407-97.2% | $170+20.5% |