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 | $57,211 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,452 |
Service code 27 · EIN 46-3329350 | Advisory (Plan) | $5,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,313 | $66,310+3.0% | $93,606-27.0% | $65,185+4.8% |
| Participation rate | 96.6% | 74.0%+22.6pp | 75.8%+20.8pp | 70.2%+26.4pp |
| Annual return | -1.22% | 42.58%-43.8pp | 32.76%-34.0pp | 29.38%-30.6pp |
| Employer contribution / active EE | $1,293 | $2,012-35.7% | $2,718-52.4% | $2,177-40.6% |
| Participant deferral / active EE | $2,602 | $3,342-22.1% | $4,069-36.0% | $3,514-25.9% |
| Admin fee / account holder | $430 | $6,897-93.8% | $7,888-94.5% | $847-49.2% |