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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 17 · EIN 04-3046611 | Pension Consulting | $30,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,676 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,130 | $73,404+16.0% | $87,100-2.3% | $67,579+26.0% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.9%+20.8pp | 71.3%+26.4pp |
| Annual return | 24.70% | 48.29%-23.6pp | 28.19%-3.5pp | 378.56%-353.9pp |
| Employer contribution / active EE | $2,399 | $2,014+19.1% | $2,521-4.9% | $2,148+11.7% |
| Participant deferral / active EE | $5,221 | $3,913+33.4% | $4,049+29.0% | $3,539+47.5% |
| Admin fee / account holder | $23 | $142-83.8% | $7,497-99.7% | $142-83.9% |