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) | $43,284 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,243 |
MORNINGSTAR3 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 | $282,375 | $49,915+465.7% | $154,803+82.4% | $74,304+280.0% |
| Participation rate | 91.6% | 54.0%+37.6pp | 78.1%+13.5pp | 60.3%+31.2pp |
| Annual return | 15.01% | 34.06%-19.0pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $6,313 | $1,611+291.8% | $4,305+46.6% | $2,241+181.7% |
| Participant deferral / active EE | $7,378 | $2,255+227.2% | $5,540+33.2% | $3,767+95.8% |
| Admin fee / account holder | $34 | $2,189-98.4% | $14,329-99.8% | $2,969-98.9% |