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 4-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 | $34,068 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,716 |
FLORIDA RETIREMENT CONSULTANTS1+ years Filed as: FLORIDA RETIREMENT CONS Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $4,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $25,353 | $106,236-76.1% | $112,228-77.4% | $64,808-60.9% |
| Participation rate | 33.1% | 71.7%-38.6pp | 75.1%-42.0pp | 71.5%-38.4pp |
| Annual return | 0.00% | -6.02%+6.0pp | 27.45%-27.4pp | 32.82%-32.8pp |
| Employer contribution / active EE | $879 | $3,166-72.3% | $3,635-75.8% | $2,506-64.9% |
| Participant deferral / active EE | $1,601 | $3,785-57.7% | $4,728-66.1% | $4,310-62.9% |
| Admin fee / account holder | $211 | $452-53.3% | $6,410-96.7% | $188+12.2% |