See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,511 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,110 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,643 | $80,753-33.6% | $136,294-60.6% | $62,292-13.9% |
| Participation rate | 93.7% | 73.5%+20.1pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 19.43% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $696 | $2,884-75.9% | $4,695-85.2% | $2,042-65.9% |
| Participant deferral / active EE | $6,194 | $5,164+19.9% | $6,247-0.9% | $3,169+95.4% |
| Admin fee / account holder | $249 | $525-52.7% | $9,243-97.3% | $479-48.1% |