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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,270 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
Employer contribution per participant 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 | $93,457 | $99,078-5.7% | $96,544-3.2% | $74,419+25.6% |
| Participation rate | 93.1% | 80.7%+12.4pp | 76.0%+17.1pp | 70.7%+22.4pp |
| Annual return | 19.02% | 22.48%-3.5pp | 25.84%-6.8pp | 34.38%-15.4pp |
| Employer contribution / active EE | $8 | $2,570-99.7% | $2,965-99.7% | $2,637-99.7% |
| Participant deferral / active EE | $5,318 | $4,933+7.8% | $4,851+9.6% | $4,528+17.4% |
| Admin fee / account holder | $186 | $225-17.2% | $8,252-97.7% | $348-46.5% |