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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,713 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,266 | $52,406-36.5% | $129,207-74.3% | $74,495-55.3% |
| Participation rate | 76.0% | 53.8%+22.2pp | 69.6%+6.4pp | 67.2%+8.8pp |
| Annual return | 13.80% | 15.66%-1.9pp | 9417.33%-9403.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,704 | $1,531+11.3% | $4,153-59.0% | $2,623-35.0% |
| Participant deferral / active EE | $2,359 | $2,794-15.6% | $4,168-43.4% | $4,346-45.7% |
| Admin fee / account holder | $251 | $2,633-90.5% | $7,715-96.7% | $1,942-87.1% |