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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,252 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,000 |
THE BENEFIT PRACTICE3 years Service code 13 · EIN 13-4144565 | Contract Administrator | $25,058 |
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 | $124,711 | $104,317+19.6% | $159,436-21.8% | $86,799+43.7% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.8%+16.5pp | 72.3%+27.0pp |
| Annual return | 14.92% | 26.32%-11.4pp | 263.57%-248.6pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,161 | $3,451-8.4% | $4,829-34.6% | $2,405+31.4% |
| Participant deferral / active EE | $10,049 | $6,837+47.0% | $7,352+36.7% | $4,131+143.3% |
| Admin fee / account holder | $227 | $172+31.8% | $10,799-97.9% | $170+33.9% |