See peer percentile detail. $4.99 for your first month.
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See the 10-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,128 |
Service code 49 · EIN 74-2794194 | Other Services | $33,742 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,304 |
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 | $97,731 | $75,388+29.6% | $123,544-20.9% | $55,725+75.4% |
| Participation rate | 78.7% | 75.7%+3.0pp | 82.3%-3.6pp | 70.9%+7.9pp |
| Annual return | -5.01% | 4.48%-9.5pp | 119.20%-124.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $2,372 | $3,063-22.6% | $4,628-48.8% | $2,078+14.1% |
| Participant deferral / active EE | $7,238 | $5,651+28.1% | $6,426+12.7% | $3,356+115.7% |
| Admin fee / account holder | $157 | $120+31.0% | $9,284-98.3% | $115+36.3% |