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 | $50,746 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $18,296 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,462 |
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 | $107,460 | $93,571+14.8% | $135,903-20.9% | $75,163+43.0% |
| Participation rate | 73.3% | 75.2%-1.9pp | 81.9%-8.7pp | 67.2%+6.1pp |
| Annual return | 19.40% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,618 | $3,537-54.3% | $4,856-66.7% | $2,670-39.4% |
| Participant deferral / active EE | $4,826 | $6,404-24.6% | $7,758-37.8% | $4,125+17.0% |
| Admin fee / account holder | $419 | $6,975-94.0% | $10,762-96.1% | $5,651-92.6% |