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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,023 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES, LLP Service code 49 · EIN 74-2794194 | Other Services | $16,827 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES, INC. Service code 49 · EIN 74-2470431 | Other Services | $4,147 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,651 | $71,802-68.5% | $133,980-83.1% | $57,658-60.7% |
| Participation rate | 72.9% | 85.5%-12.5pp | 87.1%-14.1pp | 70.2%+2.7pp |
| Annual return | 28.67% | 13.51%+15.2pp | 29.30%-0.6pp | 5.13%+23.5pp |
| Employer contribution / active EE | $2,150 | $3,161-32.0% | $5,211-58.7% | $1,974+8.9% |
| Participant deferral / active EE | $4,055 | $4,606-12.0% | $6,282-35.4% | $3,061+32.5% |
| Admin fee / account holder | $43 | $88-51.0% | $9,324-99.5% | $95-54.6% |