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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $6,367 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,247 | $52,467-48.1% | $57,179-52.3% | $55,167-50.6% |
| Participation rate | 38.8% | 75.8%-37.0pp | 75.3%-36.5pp | 69.0%-30.2pp |
| Annual return | 9.16% | 7.72%+1.4pp | 14.59%-5.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $99 | $2,477-96.0% | $2,682-96.3% | $1,963-95.0% |
| Participant deferral / active EE | $1,397 | $2,830-50.6% | $3,096-54.9% | $3,054-54.3% |
| Admin fee / account holder | $102 | $269-61.9% | $3,139-96.7% | $504-79.7% |