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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,346 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,341 |
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 | $66,850 | $95,274-29.8% | $135,903-50.8% | $74,419-10.2% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 20.65% | 32.77%-12.1pp | 68.23%-47.6pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,259 | $3,874-15.9% | $4,856-32.9% | $2,637+23.6% |
| Participant deferral / active EE | $6,822 | $7,782-12.3% | $7,758-12.1% | $4,528+50.7% |
| Admin fee / account holder | $315 | $266+18.5% | $10,762-97.1% | $348-9.4% |