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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,687 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $26,164 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,458 | $53,053+4.5% | $126,539-56.2% | $74,304-25.4% |
| Participation rate | 90.0% | 48.0%+42.0pp | 69.8%+20.2pp | 60.3%+29.7pp |
| Annual return | 15.60% | 29.46%-13.9pp | 425.95%-410.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,900 | $1,168+62.8% | $3,674-48.3% | $2,241-15.2% |
| Participant deferral / active EE | $4,451 | $2,303+93.3% | $4,083+9.0% | $3,767+18.1% |
| Admin fee / account holder | $245 | $3,698-93.4% | $6,065-96.0% | $2,969-91.8% |