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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,056 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,321 | $119,446-26.9% | $150,045-41.8% | $85,563+2.1% |
| Participation rate | 95.3% | 75.4%+19.9pp | 82.3%+13.0pp | 66.0%+29.3pp |
| Annual return | 18.00% | 23.72%-5.7pp | 62.55%-44.5pp | 31.51%-13.5pp |
| Employer contribution / active EE | $3,671 | $4,078-10.0% | $4,693-21.8% | $2,654+38.3% |
| Participant deferral / active EE | $8,038 | $7,985+0.7% | $7,997+0.5% | $4,375+83.7% |
| Admin fee / account holder | $241 | $548-56.0% | $13,435-98.2% | $834-71.1% |