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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,019 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,948 |
NFP RETIREMENT INC3 years Filed as: NFP CORPORATE SERVICES (PA), INC Service code 49 | Other Services | $4,607 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
NFP RETIREMENT INC3 years Filed as: NFP CORPORATE SERVICES PA INC Service code 49 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,470 | $45,031+3.2% | $84,966-45.3% | $77,643-40.1% |
| Participation rate | 95.3% | 48.7%+46.6pp | 67.5%+27.8pp | 70.6%+24.7pp |
| Annual return | 7.49% | 79.22%-71.7pp | 66.38%-58.9pp | 31.24%-23.7pp |
| Employer contribution / active EE | $1,090 | $1,609-32.3% | $2,727-60.0% | $2,726-60.0% |
| Participant deferral / active EE | $4,645 | $2,807+65.4% | $4,519+2.8% | $4,647-0.1% |
| Admin fee / account holder | $239 | $912-73.7% | $6,149-96.1% | $430-44.4% |