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 7-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,044 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,426 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,136 | $56,485-18.3% | $185,823-75.2% | $86,799-46.8% |
| Participation rate | 95.9% | 65.5%+30.4pp | 81.7%+14.2pp | 72.3%+23.6pp |
| Annual return | 16.44% | 118.04%-101.6pp | 122.05%-105.6pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,680 | $1,843-8.8% | $5,167-67.5% | $2,405-30.2% |
| Participant deferral / active EE | $3,966 | $2,553+55.3% | $5,568-28.8% | $4,131-4.0% |
| Admin fee / account holder | $153 | $150+2.5% | $16,237-99.1% | $170-9.6% |