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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,209 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $33,544 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,576 | $56,485-31.7% | $185,823-79.2% | $86,799-55.6% |
| Participation rate | 71.5% | 65.5%+6.1pp | 81.7%-10.2pp | 72.3%-0.7pp |
| Annual return | 15.92% | 118.04%-102.1pp | 122.05%-106.1pp | 97.91%-82.0pp |
| Employer contribution / active EE | $1,674 | $1,843-9.2% | $5,167-67.6% | $2,405-30.4% |
| Participant deferral / active EE | $2,114 | $2,553-17.2% | $5,568-62.0% | $4,131-48.8% |
| Admin fee / account holder | $139 | $150-7.0% | $16,237-99.1% | $170-18.0% |