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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,488 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,739 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,051 | $77,899-48.6% | $149,673-73.2% | $75,163-46.7% |
| Participation rate | 74.2% | 65.6%+8.6pp | 78.8%-4.5pp | 67.2%+7.0pp |
| Annual return | 16.79% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $935 | $3,137-70.2% | $4,818-80.6% | $2,670-65.0% |
| Participant deferral / active EE | $2,849 | $3,411-16.5% | $5,680-49.8% | $4,125-30.9% |
| Admin fee / account holder | $274 | $5,956-95.4% | $13,210-97.9% | $5,651-95.2% |