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 | $201,478 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $25,000 |
GELTRUDE & CO.11+ years Service code 10 · EIN 22-3363665 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,927 | $71,964+109.7% | $167,512-9.9% | $85,563+76.4% |
| Participation rate | 87.2% | 61.0%+26.2pp | 77.1%+10.1pp | 66.0%+21.2pp |
| Annual return | 15.11% | 18.83%-3.7pp | 1615.79%-1600.7pp | 31.51%-16.4pp |
| Employer contribution / active EE | $2,378 | $1,875+26.8% | $3,882-38.7% | $2,654-10.4% |
| Participant deferral / active EE | $7,730 | $4,110+88.1% | $6,405+20.7% | $4,375+76.7% |
| Admin fee / account holder | $240 | $815-70.6% | $9,769-97.5% | $834-71.2% |