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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $166,954 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,365 | $45,000-50.3% | $143,757-84.4% | $77,904-71.3% |
| Participation rate | 61.0% | 66.8%-5.8pp | 80.3%-19.3pp | 73.7%-12.6pp |
| Annual return | -15.92% | 29.03%-44.9pp | -0.04%-15.9pp | 12.21%-28.1pp |
| Employer contribution / active EE | $614 | $1,870-67.1% | $4,951-87.6% | $2,848-78.4% |
| Participant deferral / active EE | $1,732 | $3,157-45.1% | $5,637-69.3% | $4,806-64.0% |
| Admin fee / account holder | $177 | $98+79.4% | $14,673-98.8% | $133+33.2% |