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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,013 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $48,666 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,498 | $87,621-36.7% | $86,436-35.8% | $77,904-28.8% |
| Participation rate | 98.5% | 85.8%+12.7pp | 80.3%+18.2pp | 73.7%+24.8pp |
| Annual return | -7.89% | -13.90%+6.0pp | 4394.89%-4402.8pp | 12.21%-20.1pp |
| Employer contribution / active EE | $3,806 | $3,474+9.6% | $3,769+1.0% | $2,848+33.6% |
| Participant deferral / active EE | $9,151 | $8,645+5.9% | $6,952+31.6% | $4,806+90.4% |
| Admin fee / account holder | $78 | $85-7.4% | $6,731-98.8% | $133-40.9% |