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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 | $22,579 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,894 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,030 | $50,199-44.2% | $70,092-60.0% | $66,914-58.1% |
| Participation rate | 84.0% | 66.3%+17.7pp | 70.5%+13.5pp | 69.8%+14.2pp |
| Annual return | -13.64% | -13.85%+0.2pp | 190.73%-204.4pp | 1.58%-15.2pp |
| Employer contribution / active EE | $334 | $1,864-82.1% | $2,559-87.0% | $2,544-86.9% |
| Participant deferral / active EE | $2,002 | $3,112-35.7% | $3,849-48.0% | $4,237-52.7% |
| Admin fee / account holder | $148 | $600-75.4% | $6,267-97.6% | $593-75.1% |