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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,998 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $28,220 |
BDO USA, LLP9 years Service code 10 · EIN 13-5381590 | Accounting | $22,000 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 49 · EIN 04-2530412 | Other Services | $13,320 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,154 | $50,815+55.8% | $155,509-49.1% | $77,643+1.9% |
| Participation rate | 44.2% | 63.1%-18.9pp | 78.2%-34.0pp | 70.6%-26.4pp |
| Annual return | 11.47% | 34.80%-23.3pp | 64.67%-53.2pp | 31.24%-19.8pp |
| Employer contribution / active EE | $635 | $1,993-68.1% | $4,672-86.4% | $2,726-76.7% |
| Participant deferral / active EE | $2,786 | $2,822-1.3% | $5,626-50.5% | $4,647-40.1% |
| Admin fee / account holder | $309 | $437-29.2% | $15,912-98.1% | $430-28.2% |