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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,836 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,256 | $84,936+34.5% | $111,297+2.7% | $79,386+43.9% |
| Participation rate | 98.0% | 75.9%+22.1pp | 77.3%+20.6pp | 70.7%+27.3pp |
| Annual return | 13.88% | 17.45%-3.6pp | 54.65%-40.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $4,255 | $1,979+115.0% | $2,731+55.8% | $2,427+75.3% |
| Participant deferral / active EE | $5,252 | $3,888+35.1% | $4,487+17.0% | $4,046+29.8% |
| Admin fee / account holder | $267 | $537-50.3% | $7,964-96.6% | $626-57.4% |