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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $38,083 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,327 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,621 | $73,404-29.7% | $87,100-40.7% | $67,579-23.6% |
| Participation rate | 99.7% | 80.9%+18.9pp | 76.9%+22.8pp | 71.3%+28.4pp |
| Annual return | 21.12% | 48.29%-27.2pp | 28.19%-7.1pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,278 | $2,014-36.5% | $2,521-49.3% | $2,148-40.5% |
| Participant deferral / active EE | $2,864 | $3,913-26.8% | $4,049-29.3% | $3,539-19.1% |
| Admin fee / account holder | $73 | $142-48.3% | $7,497-99.0% | $142-48.6% |