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 |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,470 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,981 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,411 | $52,953-57.7% | $172,739-87.0% | $65,185-65.6% |
| Participation rate | 90.1% | 66.2%+23.9pp | 82.6%+7.4pp | 70.2%+19.9pp |
| Annual return | 21.73% | 30.12%-8.4pp | 802.84%-781.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $779 | $2,190-64.4% | $5,143-84.9% | $2,177-64.2% |
| Participant deferral / active EE | $2,070 | $2,471-16.2% | $5,198-60.2% | $3,514-41.1% |
| Admin fee / account holder | $59 | $472-87.5% | $13,954-99.6% | $847-93.0% |