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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,658 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,304 | $49,138+24.8% | $84,015-27.0% | $65,185-6.0% |
| Participation rate | 41.9% | 60.7%-18.8pp | 69.0%-27.1pp | 70.2%-28.3pp |
| Annual return | 19.11% | 23.00%-3.9pp | 71.31%-52.2pp | 29.38%-10.3pp |
| Employer contribution / active EE | $514 | $914-43.7% | $1,983-74.1% | $2,177-76.4% |
| Participant deferral / active EE | $1,544 | $2,397-35.6% | $3,239-52.3% | $3,514-56.0% |
| Admin fee / account holder | $453 | $543-16.5% | $6,101-92.6% | $847-46.5% |