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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,959 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,406 | $98,727+0.7% | $113,168-12.2% | $85,563+16.2% |
| Participation rate | 94.7% | 80.8%+13.9pp | 76.6%+18.2pp | 66.0%+28.8pp |
| Annual return | 14.58% | 17.43%-2.8pp | 24.27%-9.7pp | 31.51%-16.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,606 | $5,424+3.3% | $5,107+9.8% | $4,375+28.1% |
| Admin fee / account holder | $139 | $357-61.0% | $12,068-98.8% | $834-83.3% |