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 |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $77,052 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,509 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,187 | $88,634+59.3% | $101,326+39.3% | $74,304+90.0% |
| Participation rate | 97.7% | 76.9%+20.9pp | 81.5%+16.2pp | 60.3%+37.4pp |
| Annual return | 12.68% | 33.10%-20.4pp | 36.82%-24.1pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,907 | $2,930-34.9% | $3,665-48.0% | $2,241-14.9% |
| Participant deferral / active EE | $6,500 | $7,322-11.2% | $7,994-18.7% | $3,767+72.5% |
| Admin fee / account holder | $39 | $2,425-98.4% | $11,185-99.6% | $2,969-98.7% |