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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC6+ years Service code 49 · EIN 74-2794194 | Other Services | $19,785 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,108 | $86,286+156.3% | $111,297+98.7% | $85,850+157.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.14% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $6,857 | $2,043+235.6% | $2,731+151.1% | $2,565+167.3% |
| Participant deferral / active EE | $8,300 | $3,641+128.0% | $4,487+85.0% | $3,952+110.0% |
| Admin fee / account holder | $36 | $8,188-99.6% | $7,964-99.5% | $6,260-99.4% |