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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $39,762 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,059 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,322 | $89,652+13.0% | $141,162-28.2% | $65,185+55.4% |
| Participation rate | 91.3% | 74.7%+16.6pp | 82.5%+8.9pp | 70.2%+21.1pp |
| Annual return | 8.08% | 32.79%-24.7pp | 71.39%-63.3pp | 29.38%-21.3pp |
| Employer contribution / active EE | $1,998 | $3,065-34.8% | $4,735-57.8% | $2,177-8.2% |
| Participant deferral / active EE | $6,753 | $5,691+18.7% | $6,709+0.7% | $3,514+92.2% |
| Admin fee / account holder | $66 | $569-88.4% | $10,261-99.4% | $847-92.2% |