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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,432 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,910 | $45,602-47.6% | $117,472-79.6% | $66,914-64.3% |
| Participation rate | 88.3% | 57.6%+30.7pp | 70.6%+17.7pp | 69.8%+18.5pp |
| Annual return | -16.16% | -16.74%+0.6pp | 29.74%-45.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,487 | $1,579-5.8% | $4,176-64.4% | $2,544-41.6% |
| Participant deferral / active EE | $2,548 | $2,845-10.4% | $4,070-37.4% | $4,237-39.9% |
| Admin fee / account holder | $213 | $661-67.7% | $5,645-96.2% | $593-64.1% |