See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,011 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,871 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $10,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,981 | $54,517+37.5% | $75,972-1.3% | $74,495+0.7% |
| Participation rate | 94.9% | 60.3%+34.6pp | 69.1%+25.9pp | 67.2%+27.7pp |
| Annual return | 19.13% | 31.82%-12.7pp | 359.55%-340.4pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $3,244 | $1,777+82.5% | $2,685+20.8% | $2,623+23.7% |
| Participant deferral / active EE | $4,641 | $3,066+51.4% | $4,255+9.1% | $4,346+6.8% |
| Admin fee / account holder | $451 | $2,229-79.8% | $6,467-93.0% | $1,942-76.8% |