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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,786 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,927 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,217 | $104,475-25.1% | $159,436-50.9% | $79,386-1.5% |
| Participation rate | 92.6% | 76.6%+16.0pp | 82.8%+9.8pp | 70.7%+21.9pp |
| Annual return | 18.49% | 67.95%-49.5pp | 263.57%-245.1pp | 116.85%-98.4pp |
| Employer contribution / active EE | $3,164 | $3,417-7.4% | $4,829-34.5% | $2,427+30.4% |
| Participant deferral / active EE | $7,027 | $6,467+8.7% | $7,352-4.4% | $4,046+73.7% |
| Admin fee / account holder | $385 | $711-45.9% | $10,799-96.4% | $626-38.6% |