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 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,670 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,000 |
THE BENEFIT PRACTICE5 years Service code 13 · EIN 13-4144565 | Contract Administrator | $34,036 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,532 | $95,274+16.0% | $135,903-18.7% | $74,419+48.5% |
| Participation rate | 99.2% | 78.2%+21.1pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 16.72% | 32.77%-16.0pp | 68.23%-51.5pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,662 | $3,874-5.5% | $4,856-24.6% | $2,637+38.8% |
| Participant deferral / active EE | $11,237 | $7,782+44.4% | $7,758+44.9% | $4,528+148.2% |
| Admin fee / account holder | $202 | $266-24.0% | $10,762-98.1% | $348-41.8% |