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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,183 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $21,100 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,827 |
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 | $91,843 | $82,664+11.1% | $125,339-26.7% | $68,494+34.1% |
| Participation rate | 74.7% | 75.0%-0.3pp | 82.4%-7.6pp | 67.9%+6.8pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,826 | $3,381-46.0% | $4,814-62.1% | $2,596-29.7% |
| Participant deferral / active EE | $6,004 | $6,110-1.7% | $7,446-19.4% | $4,027+49.1% |
| Admin fee / account holder | $432 | $6,275-93.1% | $10,010-95.7% | $5,403-92.0% |