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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $219,970 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $25,000 |
GELTRUDE & CO.10+ years Service code 10 · EIN 22-3363665 | Accounting | $11,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,235 | $62,624+101.6% | $177,989-29.1% | $77,643+62.6% |
| Participation rate | 78.9% | 66.8%+12.0pp | 77.1%+1.8pp | 70.6%+8.3pp |
| Annual return | 11.40% | 16.16%-4.8pp | 294.48%-283.1pp | 31.24%-19.8pp |
| Employer contribution / active EE | $1,957 | $1,909+2.5% | $3,949-50.4% | $2,726-28.2% |
| Participant deferral / active EE | $6,347 | $4,219+50.4% | $6,276+1.1% | $4,647+36.6% |
| Admin fee / account holder | $264 | $386-31.5% | $10,363-97.5% | $430-38.6% |