Filed April 16, 2026
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,970 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,077 |
Service code 27 · EIN 46-3329350 | Advisory (Plan) | $7,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,747 | $79,523-31.2% | $140,016-60.9% | $56,287-2.7% |
| Participation rate | 89.7% | 85.7%+4.0pp | 87.5%+2.2pp | 69.9%+19.9pp |
| Annual return | -3.96% | 2.39%-6.4pp | 651.12%-655.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $3,550 | $3,350+6.0% | $5,606-36.7% | $2,111+68.1% |
| Participant deferral / active EE | $3,984 | $5,129-22.3% | $6,927-42.5% | $3,350+18.9% |
| Admin fee / account holder | $304 | $614-50.5% | $10,705-97.2% | $521-41.6% |