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 | $3,821 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,216 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $1,381 |
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 | $85,353 | $79,171+7.8% | $102,423-16.7% | $74,495+14.6% |
| Participation rate | 80.7% | 74.8%+5.9pp | 76.5%+4.2pp | 67.2%+13.5pp |
| Annual return | 10.14% | 54.93%-44.8pp | 29.32%-19.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $2,983 | $2,362+26.3% | $3,023-1.3% | $2,623+13.7% |
| Participant deferral / active EE | $4,721 | $4,415+6.9% | $5,053-6.6% | $4,346+8.6% |
| Admin fee / account holder | $31 | $2,001-98.5% | $9,451-99.7% | $1,942-98.4% |