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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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,404 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,244 | $65,061-53.5% | $143,757-79.0% | $66,914-54.8% |
| Participation rate | 67.7% | 65.2%+2.5pp | 80.3%-12.6pp | 69.8%-2.1pp |
| Annual return | -17.99% | -11.14%-6.9pp | -0.04%-17.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $700 | $2,361-70.3% | $4,951-85.9% | $2,544-72.5% |
| Participant deferral / active EE | $2,078 | $2,919-28.8% | $5,637-63.1% | $4,237-51.0% |
| Admin fee / account holder | $237 | $502-52.8% | $14,673-98.4% | $593-60.1% |