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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,721 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $80,327 |
ASCENSUS LLC3+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $23,067 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,259 | $61,058+62.6% | $71,209+39.4% | $85,563+16.0% |
| Participation rate | 85.3% | 58.6%+26.7pp | 73.8%+11.5pp | 66.0%+19.3pp |
| Annual return | 17.15% | 100.41%-83.3pp | 282.51%-265.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $5,652 | $2,199+157.1% | $2,721+107.7% | $2,654+113.0% |
| Participant deferral / active EE | $7,064 | $3,173+122.7% | $4,175+69.2% | $4,375+61.5% |
| Admin fee / account holder | $244 | $855-71.5% | $5,349-95.4% | $834-70.8% |