See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,042 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 49 · EIN 74-2794194 | Other Services | $43,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,002 | $108,549-38.3% | $156,263-57.1% | $85,563-21.7% |
| Participation rate | 94.0% | 77.1%+16.9pp | 78.9%+15.1pp | 66.0%+28.0pp |
| Annual return | 18.10% | 21.79%-3.7pp | 59.47%-41.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $1,901 | $2,690-29.3% | $4,333-56.1% | $2,654-28.4% |
| Participant deferral / active EE | $6,222 | $4,800+29.6% | $6,158+1.0% | $4,375+42.2% |
| Admin fee / account holder | $259 | $650-60.1% | $14,255-98.2% | $834-68.9% |