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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $37,410 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,047 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,931 | $55,415+363.6% | $155,509+65.2% | $74,495+244.9% |
| Participation rate | 93.3% | 61.9%+31.4pp | 78.2%+15.1pp | 67.2%+26.1pp |
| Annual return | 15.55% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $6,295 | $2,267+177.7% | $4,672+34.7% | $2,623+140.0% |
| Participant deferral / active EE | $7,261 | $2,836+156.0% | $5,626+29.1% | $4,346+67.1% |
| Admin fee / account holder | $84 | $1,738-95.2% | $15,912-99.5% | $1,942-95.7% |