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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $70,003 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,755 |
MORNINGSTAR2 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 | $122,864 | $79,013+55.5% | $100,391+22.4% | $74,495+64.9% |
| Participation rate | 98.2% | 79.5%+18.7pp | 81.5%+16.7pp | 67.2%+31.0pp |
| Annual return | 12.36% | 20.41%-8.0pp | 49.20%-36.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,822 | $3,021-39.7% | $3,942-53.8% | $2,623-30.5% |
| Participant deferral / active EE | $6,394 | $7,760-17.6% | $8,082-20.9% | $4,346+47.1% |
| Admin fee / account holder | $27 | $1,320-97.9% | $7,899-99.7% | $1,942-98.6% |