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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,507 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $64,934 |
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 | $94,623 | $84,784+11.6% | $98,439-3.9% | $74,419+27.2% |
| Participation rate | 90.1% | 81.5%+8.5pp | 75.2%+14.9pp | 70.7%+19.3pp |
| Annual return | 14.27% | 20.59%-6.3pp | 21.16%-6.9pp | 34.38%-20.1pp |
| Employer contribution / active EE | $3,268 | $3,364-2.9% | $3,048+7.2% | $2,637+23.9% |
| Participant deferral / active EE | $6,052 | $5,218+16.0% | $4,738+27.7% | $4,528+33.7% |
| Admin fee / account holder | $202 | $204-1.1% | $8,948-97.7% | $348-41.9% |